Corient Capital Partners’s Raymond James Financial RJF Stock Holding History

Corient Capital 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 Q3	$456K	Buy	5,100 +357	+8%	+$36.2K	0.03%	358
2022 Q2	$424K	Buy	4,743 +601	+15%	+$58.9K	0.03%	385
2022 Q1	$455K	Buy	4,142 +788	+23%	+$83.5K	0.03%	408
2021 Q4	$337K	Buy	3,354 +491	+17%	+$48.5K	0.02%	473
2021 Q3	$264K	Sell	2,863 -268	-9%	-$24K	0.02%	533
2021 Q2	$271K	Sell	3,131 -709	-18%	-$61.7K	0.02%	515
2021 Q1	$314K	Buy	3,840 +21	+0.5%	+$1.56K	0.03%	431
2020 Q4	$244K	Buy	+3,819	New	+$219K	0.02%	430

Other funds holding RJF

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Corient Capital Partners's RJF Position: Q3 2022 in Review

Corient Capital Partners increased its Raymond James Financial (RJF) stake by 7.5% in Q3 2022, buying an estimated $36.2K and bringing the position to 5,100 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #358.

Corient Capital Partners first reported a position in RJF in Q4 2020 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Corient Capital Partners held 5,100 shares of Raymond James Financial worth $456K as of Q3 2022.
Corient Capital Partners bought 357 Raymond James Financial shares in Q3 2022, an estimated $36.2K.
Raymond James Financial made up 0.03% of Corient Capital Partners's portfolio in Q3 2022, its #358 holding.
Corient Capital Partners first reported a position in Raymond James Financial in Q4 2020 and has held it in 8 quarters since.
665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.