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Biltmore Family Office’s Raymond James Financial RJF Stock Holding History

Biltmore Family Office’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
-4,125
Closed -$386K – 256
2023
Q1 		$386K Sell
4,125
-6
-0.1% -$636 0.08% 156
2022
Q4 		$443K Buy
+4,131
New +$464K 0.09% 137

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Biltmore Family Office's RJF Position: Q2 2023 in Review

Biltmore Family Office sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 4,125 shares — an estimated $386K sold.

Biltmore Family Office first reported a position in RJF in Q4 2022 and held it in 2 quarters. The position peaked at $443K in Q4 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Biltmore Family Office reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Biltmore Family Office sold 4,125 Raymond James Financial shares in Q2 2023, an estimated $386K.
  • Biltmore Family Office first reported a position in Raymond James Financial in Q4 2022 and held it in 2 quarters.
  • Biltmore Family Office's Raymond James Financial position peaked at $443K in Q4 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Biltmore Family Office's 13F filing for Q2 2023, filed 7 Aug 2023.