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Castleview Partners’s Raymond James Financial RJF Stock Holding History

Castleview Partners’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
Q1 		– Sell
-15,260
Closed -$152 – 961
2021
Q4 		$152 Buy
+15,260
New +$1.51M ﹤0.01% 731
2021
Q2 		$19K Buy
+215
New +$18.7K 0.01% 564

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castleview Partners's RJF Position: Q1 2022 in Review

Castleview Partners sold out of Raymond James Financial (RJF) in Q1 2022, closing a stake of 15,260 shares — an estimated $152 sold.

Castleview Partners first reported a position in RJF in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

  • Castleview Partners reported no remaining Raymond James Financial position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 15,260 Raymond James Financial shares in Q1 2022, an estimated $152.
  • Castleview Partners first reported a position in Raymond James Financial in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's Raymond James Financial position peaked at $19K in Q2 2021.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.