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Curi Wealth Management’s Raymond James Financial RJF Stock Holding History

Curi Wealth Management’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 		– Sell
-51
Closed -$5K – 589
2022
Q2 		$5K Hold
51
– – ﹤0.01% 458
2022
Q1 		$5K Hold
51
– – ﹤0.01% 413
2021
Q4 		$5K Buy
+51
New +$5.04K ﹤0.01% 380
2021
Q1 		– Sell
-51
Closed -$3K – 403
2020
Q4 		$3K Buy
+51
New +$2.92K ﹤0.01% 323

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Curi Wealth Management's RJF Position: Q3 2022 in Review

Curi Wealth Management sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 51 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in RJF in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Curi Wealth Management reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 51 Raymond James Financial shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Raymond James Financial in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Raymond James Financial position peaked at $5K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.