Cascade Investment Advisors’s Raymond James Financial RJF Stock Holding History

Cascade Investment 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	-75	Closed	-$7K	–	191
2023 Q1	$7K	Sell	75 -13,905	-99%	-$1.47M	0.01%	219
2022 Q4	$1.49M	Sell	13,980 -75	-0.5%	-$8.42K	1.24%	22
2022 Q3	$1.66M	Sell	14,055 -3,609	-20%	-$365K	1.43%	12
2022 Q2	$1.58M	Sell	17,664 -1,040	-6%	-$102K	1.24%	14
2022 Q1	$2.06M	Sell	18,704 -848	-4%	-$89.8K	1.25%	12
2021 Q4	$1.96M	Sell	19,552 -117	-0.6%	-$11.6K	1.15%	17
2021 Q3	$1.82M	Sell	19,669 -1,936	-9%	-$173K	1.18%	17
2021 Q2	$1.87M	Sell	21,605 -303	-1%	-$26.4K	1.18%	17
2021 Q1	$1.79M	Sell	21,908 -22	-0.1%	-$1.64K	1.16%	18
2020 Q4	$1.4M	Buy	+21,930	New	+$1.26M	1.03%	32

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Cascade Investment Advisors's RJF Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 75 shares — an estimated $7K sold.

Cascade Investment Advisors first reported a position in RJF in Q4 2020 and held it in 10 quarters. The position peaked at $2.06M in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

Cascade Investment Advisors reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 75 Raymond James Financial shares in Q2 2023, an estimated $7K.
Cascade Investment Advisors first reported a position in Raymond James Financial in Q4 2020 and held it in 10 quarters.
Cascade Investment Advisors's Raymond James Financial position peaked at $2.06M in Q1 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

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