BerganKDV Wealth Management’s Raymond James Financial RJF Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-34	Closed	-$3.13K	–	1034
2023 Q1	$3.13K	Buy	34 +1	+3%	+$106	﹤0.01%	764
2022 Q4	$3.58K	Hold	33	–	–	﹤0.01%	719
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	771
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	786
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	769
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	879
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	838
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	779
2021 Q1	$3K	Hold	33	–	–	﹤0.01%	748
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	798
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	723
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	780
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	872
2019 Q4	$2K	Buy	+33	New	+$1.91K	﹤0.01%	795

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's RJF Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 34 shares — an estimated $3.13K sold.

BerganKDV Wealth Management first reported a position in RJF in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

BerganKDV Wealth Management reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 34 Raymond James Financial shares in Q2 2023, an estimated $3.13K.
BerganKDV Wealth Management first reported a position in Raymond James Financial in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Raymond James Financial position peaked at $4K in Q1 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.