Claraphi Advisory Network’s Raymond James Financial RJF Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-2,636	Closed	-$111K	–	989
2020 Q1	$111K	Buy	+2,636	New	+$149K	0.05%	310
2019 Q1	–	Sell	-4,017	Closed	-$200K	–	248
2018 Q4	$200K	Sell	4,017 -945	-19%	-$50.3K	0.15%	188
2018 Q3	$305K	Sell	4,962 -1,973	-28%	-$122K	0.17%	160
2018 Q2	$413K	Buy	6,935 +237	+4%	+$14.7K	0.27%	100
2018 Q1	$400K	Buy	6,698 +3,311	+98%	+$206K	0.28%	103
2017 Q4	$202K	Buy	+3,387	New	+$195K	0.16%	202

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Claraphi Advisory Network's RJF Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 2,636 shares — an estimated $111K sold.

Claraphi Advisory Network first reported a position in RJF in Q4 2017 and held it in 6 quarters. The position peaked at $413K in Q2 2018. 485 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

Claraphi Advisory Network reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 2,636 Raymond James Financial shares in Q2 2020, an estimated $111K.
Claraphi Advisory Network first reported a position in Raymond James Financial in Q4 2017 and held it in 6 quarters.
Claraphi Advisory Network's Raymond James Financial position peaked at $413K in Q2 2018.
485 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.