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Brendel Financial Advisors’s Raymond James Financial RJF Stock Holding History

Brendel Financial Advisors’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
-18,012
Closed -$1.68M – 84
2023
Q1 		$1.68M Buy
+18,012
New +$1.91M 1.24% 38

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

Brendel Financial Advisors's RJF Position: Q2 2023 in Review

Brendel Financial Advisors sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 18,012 shares — an estimated $1.68M sold.

Brendel Financial Advisors first reported a position in RJF in Q1 2023 and held it in 1 quarter. The position peaked at $1.68M in Q1 2023. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Brendel Financial Advisors reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 18,012 Raymond James Financial shares in Q2 2023, an estimated $1.68M.
  • Brendel Financial Advisors first reported a position in Raymond James Financial in Q1 2023 and held it in 1 quarter.
  • Brendel Financial Advisors's Raymond James Financial position peaked at $1.68M in Q1 2023.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Brendel Financial Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.