Balasa Dinverno & Foltz’s Raymond James Financial RJF Stock Holding History

Balasa Dinverno & Foltz’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$333K	Buy	+3,365	New	+$341K	0.02%	252

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Balasa Dinverno & Foltz's RJF Position: Q3 2022 in Review

Balasa Dinverno & Foltz opened a new position in Raymond James Financial (RJF) in Q3 2022: 3,365 shares worth $333K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Balasa Dinverno & Foltz held 3,365 shares of Raymond James Financial worth $333K as of Q3 2022.
Raymond James Financial was a new Balasa Dinverno & Foltz position in Q3 2022.
Raymond James Financial made up 0.02% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #252 holding.
665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.