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BDO Wealth Advisors’s Raymond James Financial RJF Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-50
Closed -$5K – 1104
2022
Q1 		$5K Buy
+50
New +$5.3K ﹤0.01% 827

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's RJF Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 50 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in RJF in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • BDO Wealth Advisors reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Raymond James Financial shares in Q2 2022, an estimated $5K.
  • BDO Wealth Advisors first reported a position in Raymond James Financial in Q1 2022 and held it in 1 quarter.
  • BDO Wealth Advisors's Raymond James Financial position peaked at $5K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.