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

Doyle 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
Q1 		– Sell
-2,771
Closed -$278K – 255
2021
Q4 		$278K Hold
2,771
– – 0.02% 193
2021
Q3 		$256K Sell
2,771
-1,501
-35% -$134K 0.02% 193
2021
Q2 		$370K Hold
4,272
– – 0.03% 162
2021
Q1 		$349K Buy
4,272
+22
+0.5% +$1.64K 0.03% 163
2020
Q4 		$271K Hold
4,250
– – 0.03% 178
2020
Q3 		$206K Sell
4,250
-375
-8% -$18.2K 0.02% 179
2020
Q2 		$212K Sell
4,625
-1,063
-19% -$47.9K 0.03% 170
2020
Q1 		$240K Buy
5,688
+1,095
+24% +$61.8K 0.04% 157
2019
Q4 		$274K Sell
4,593
-32,723
-88% -$1.89M 0.03% 172
2019
Q3 		$2.05M Buy
37,316
+590
+2% +$32.1K 0.28% 55
2019
Q2 		$2.07M Buy
36,726
+1,800
+5% +$103K 0.29% 55
2019
Q1 		$2.04M Buy
34,926
+3,979
+13% +$213K 0.3% 54
2018
Q4 		$1.53M Sell
30,947
-997
-3% -$53.1K 0.26% 54
2018
Q3 		$1.96M Sell
31,944
-1,016
-3% -$62.6K 0.3% 53
2018
Q2 		$1.96M Sell
32,960
-1,161
-3% -$72.1K 0.32% 55
2018
Q1 		$2.03M Sell
34,121
-52
-0.2% -$3.24K 0.34% 56
2017
Q4 		$2.03M Sell
34,173
-360
-1% -$20.7K 0.34% 53
2017
Q3 		$1.94M Sell
34,533
-2,136
-6% -$115K 0.34% 53
2017
Q2 		$1.96M Sell
36,669
-71
-0.2% -$3.57K 0.36% 51
2017
Q1 		$1.87M Buy
+36,740
New +$1.87M 0.38% 52

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's RJF Position: Q1 2022 in Review

Doyle Wealth Management sold out of Raymond James Financial (RJF) in Q1 2022, closing a stake of 2,771 shares — an estimated $278K sold.

Doyle Wealth Management first reported a position in RJF in Q1 2017 and held it in 20 quarters. The position peaked at $2.07M in Q2 2019. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

  • Doyle Wealth Management reported no remaining Raymond James Financial position as of Q1 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 2,771 Raymond James Financial shares in Q1 2022, an estimated $278K.
  • Doyle Wealth Management first reported a position in Raymond James Financial in Q1 2017 and held it in 20 quarters.
  • Doyle Wealth Management's Raymond James Financial position peaked at $2.07M in Q2 2019.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.