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Denali Advisors’s Raymond James Financial RJF Stock Holding History

Denali Advisors’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
Q1 		– Sell
-250
Closed -$26.7K – 484
2022
Q4 		$26.7K Sell
250
-100
-29% -$11.2K 0.01% 285
2022
Q3 		$35K Hold
350
– – 0.02% 246
2022
Q2 		$31K Sell
350
-100
-22% -$9.8K 0.01% 256
2022
Q1 		$49K Sell
450
-300
-40% -$31.8K 0.02% 245
2021
Q4 		$75K Hold
750
– – 0.03% 213
2021
Q3 		$69K Hold
750
– – 0.03% 172
2021
Q2 		$65K Buy
750
+150
+25% +$13.1K 0.02% 170
2021
Q1 		$49K Buy
+600
New +$44.7K 0.02% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Denali Advisors's RJF Position: Q1 2023 in Review

Denali Advisors sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 250 shares — an estimated $26.7K sold.

Denali Advisors first reported a position in RJF in Q1 2021 and held it in 8 quarters. The position peaked at $75K in Q4 2021. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Denali Advisors reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
  • Denali Advisors sold 250 Raymond James Financial shares in Q1 2023, an estimated $26.7K.
  • Denali Advisors first reported a position in Raymond James Financial in Q1 2021 and held it in 8 quarters.
  • Denali Advisors's Raymond James Financial position peaked at $75K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Denali Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.