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Bourgeon Capital Management’s Raymond James Financial RJF Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-12
Closed -$1.28K – 368
2022
Q4 		$1.28K Hold
12
– – ﹤0.01% 318
2022
Q3 		$1K Buy
+12
New +$1.22K ﹤0.01% 353

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bourgeon Capital Management's RJF Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 12 shares — an estimated $1.28K sold.

Bourgeon Capital Management first reported a position in RJF in Q3 2022 and held it in 2 quarters. The position peaked at $1.28K in Q4 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 12 Raymond James Financial shares in Q1 2023, an estimated $1.28K.
  • Bourgeon Capital Management first reported a position in Raymond James Financial in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Raymond James Financial position peaked at $1.28K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.