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Convergence Investment Partners’s Raymond James Financial RJF Stock Holding History

Convergence Investment 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
Q4 		– Sell
-2,539
Closed -$251K – 242
2022
Q3 		$251K Buy
+2,539
New +$257K 0.16% 127
2021
Q2 		– Sell
-4,190
Closed -$342K – 278
2021
Q1 		$342K Buy
+4,190
New +$312K 0.16% 135
2018
Q2 		– Sell
-198
Closed -$12K – 767
2018
Q1 		$12K Buy
+198
New +$12.3K ﹤0.01% 675

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Convergence Investment Partners's RJF Position: Q4 2022 in Review

Convergence Investment Partners sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 2,539 shares — an estimated $251K sold.

Convergence Investment Partners first reported a position in RJF in Q1 2018 and held it in 3 quarters. The position peaked at $342K in Q1 2021. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • Convergence Investment Partners reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
  • Convergence Investment Partners sold 2,539 Raymond James Financial shares in Q4 2022, an estimated $251K.
  • Convergence Investment Partners first reported a position in Raymond James Financial in Q1 2018 and held it in 3 quarters.
  • Convergence Investment Partners's Raymond James Financial position peaked at $342K in Q1 2021.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Convergence Investment Partners's 13F filing for Q4 2022, filed 3 Feb 2023.