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Carroll Investors’s Raymond James Financial RJF Stock Holding History

Carroll Investors’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
2022
Q2 		– Sell
-2,700
Closed -$296K – 136
2022
Q1 		$296K Hold
2,700
– – 0.19% 29
2021
Q4 		$271K Buy
+2,700
New +$267K 0.15% 34

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carroll Investors's RJF Position: Q2 2022 in Review

Carroll Investors sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 2,700 shares — an estimated $296K sold.

Carroll Investors first reported a position in RJF in Q4 2021 and held it in 2 quarters. The position peaked at $296K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • Carroll Investors reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • Carroll Investors sold 2,700 Raymond James Financial shares in Q2 2022, an estimated $296K.
  • Carroll Investors first reported a position in Raymond James Financial in Q4 2021 and held it in 2 quarters.
  • Carroll Investors's Raymond James Financial position peaked at $296K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.