Capital Group Private Client Services’s Raymond James Financial RJF Stock Holding History

Capital Group Private Client Services’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	-21,262	Closed	-$2.27M	–	248
2022 Q4	$2.27M	Hold	21,262	–	–	0.03%	170
2022 Q3	$2.1M	Hold	21,262	–	–	0.03%	175
2022 Q2	$1.9M	Hold	21,262	–	–	0.02%	179
2022 Q1	$2.34M	Hold	21,262	–	–	0.03%	182
2021 Q4	$2.13M	Hold	21,262	–	–	0.02%	171
2021 Q3	$1.96M	Buy	+21,262	New	+$1.9M	0.02%	170

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Group Private Client Services's RJF Position: Q1 2023 in Review

Capital Group Private Client Services sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 21,262 shares — an estimated $2.27M sold.

Capital Group Private Client Services first reported a position in RJF in Q3 2021 and held it in 6 quarters. The position peaked at $2.34M in Q1 2022. 663 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

Capital Group Private Client Services reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
Capital Group Private Client Services sold 21,262 Raymond James Financial shares in Q1 2023, an estimated $2.27M.
Capital Group Private Client Services first reported a position in Raymond James Financial in Q3 2021 and held it in 6 quarters.
Capital Group Private Client Services's Raymond James Financial position peaked at $2.34M in Q1 2022.
663 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Capital Group Private Client Services's 13F filing for Q1 2023, filed 15 May 2023.