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Bedel Financial Consulting’s Raymond James Financial RJF Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-57
Closed -$6K – 1051
2021
Q4 		$6K Buy
+57
New +$5.63K ﹤0.01% 757
2020
Q2 		– Sell
-2
Closed – – 896
2020
Q1 		$0 Buy
+2
New +$113 ﹤0.01% 894

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

Bedel Financial Consulting's RJF Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Raymond James Financial (RJF) in Q1 2022, closing a stake of 57 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in RJF in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Raymond James Financial position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 57 Raymond James Financial shares in Q1 2022, an estimated $6K.
  • Bedel Financial Consulting first reported a position in Raymond James Financial in Q1 2020 and held it in 2 quarters.
  • Bedel Financial Consulting's Raymond James Financial position peaked at $6K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.