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Eudaimonia Partners’s Raymond James Financial RJF Stock Holding History

Eudaimonia 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 		– Sell
-3,759
Closed -$336K – 397
2022
Q2 		$336K Buy
+3,759
New +$368K 0.06% 280
2021
Q2 		– Sell
-9
Closed -$1K – 1148
2021
Q1 		$1K Buy
+9
New +$671 ﹤0.01% 1577

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Wellington Management Group
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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

Eudaimonia Partners's RJF Position: Q3 2022 in Review

Eudaimonia Partners sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 3,759 shares — an estimated $336K sold.

Eudaimonia Partners first reported a position in RJF in Q1 2021 and held it in 2 quarters. The position peaked at $336K in Q2 2022. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Eudaimonia Partners reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 3,759 Raymond James Financial shares in Q3 2022, an estimated $336K.
  • Eudaimonia Partners first reported a position in Raymond James Financial in Q1 2021 and held it in 2 quarters.
  • Eudaimonia Partners's Raymond James Financial position peaked at $336K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Eudaimonia Partners's 13F filing for Q3 2022, filed 4 Nov 2022.