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Bowman & Company’s Raymond James Financial RJF Stock Holding History

Bowman & Company’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
-4,000
Closed -$373K – 90
2023
Q1 		$373K Hold
4,000
– – 0.27% 68
2022
Q4 		$427K Hold
4,000
– – 0.33% 59
2022
Q3 		$395K Hold
4,000
– – 0.36% 55
2022
Q2 		$358K Hold
4,000
– – 0.31% 66
2022
Q1 		$440K Sell
4,000
-500
-11% -$53K 0.34% 59
2021
Q4 		$452K Buy
+4,500
New +$445K 0.35% 59

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

Bowman & Company's RJF Position: Q2 2023 in Review

Bowman & Company sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 4,000 shares — an estimated $373K sold.

Bowman & Company first reported a position in RJF in Q4 2021 and held it in 6 quarters. The position peaked at $452K in Q4 2021. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Bowman & Company reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Bowman & Company sold 4,000 Raymond James Financial shares in Q2 2023, an estimated $373K.
  • Bowman & Company first reported a position in Raymond James Financial in Q4 2021 and held it in 6 quarters.
  • Bowman & Company's Raymond James Financial position peaked at $452K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Bowman & Company's 13F filing for Q2 2023, filed 17 Jul 2023.