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Connectus Wealth’s Raymond James Financial RJF Stock Holding History

Connectus Wealth’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
-5,511
Closed -$514K – 477
2023
Q1 		$514K Buy
5,511
+5
+0.1% +$530 0.01% 338
2022
Q4 		$588K Sell
5,506
-500
-8% -$56.1K 0.01% 328
2022
Q3 		$594K Hold
6,006
– – 0.01% 387
2022
Q2 		$537K Hold
6,006
– – 0.01% 327
2022
Q1 		$603K Hold
6,006
– – 0.02% 295
2021
Q4 		$603K Buy
+6,006
New +$594K 0.02% 257

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

Connectus Wealth's RJF Position: Q2 2023 in Review

Connectus Wealth sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 5,511 shares — an estimated $514K sold.

Connectus Wealth first reported a position in RJF in Q4 2021 and held it in 6 quarters. The position peaked at $603K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Connectus Wealth reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Connectus Wealth sold 5,511 Raymond James Financial shares in Q2 2023, an estimated $514K.
  • Connectus Wealth first reported a position in Raymond James Financial in Q4 2021 and held it in 6 quarters.
  • Connectus Wealth's Raymond James Financial position peaked at $603K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.