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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
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