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Evoke Wealth’s Raymond James Financial RJF Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-340
Closed -$34K – 974
2022
Q3 		$34K Sell
340
-3
-0.9% -$304 ﹤0.01% 571
2022
Q2 		$31K Buy
343
+40
+13% +$3.92K ﹤0.01% 588
2022
Q1 		$33K Buy
303
+21
+7% +$2.23K ﹤0.01% 574
2021
Q4 		$28K Buy
282
+267
+1,780% +$26.4K ﹤0.01% 622
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1102
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1142
2021
Q1 		$1K Hold
15
– – ﹤0.01% 1133
2020
Q4 		$1K Hold
15
– – ﹤0.01% 996
2020
Q3 		$1K Hold
15
– – ﹤0.01% 970
2020
Q2 		$1K Sell
15
-17
-53% -$766 ﹤0.01% 1018
2020
Q1 		$1.34K Sell
32
-478
-94% -$27K ﹤0.01% 884
2019
Q4 		$30.5K Hold
510
– – ﹤0.01% 506
2019
Q3 		$28.2K Buy
+510
New +$27.7K ﹤0.01% 576

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's RJF Position: Q4 2022 in Review

Evoke Wealth sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 340 shares — an estimated $34K sold.

Evoke Wealth first reported a position in RJF in Q3 2019 and held it in 13 quarters. The position peaked at $34K in Q3 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • Evoke Wealth reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 340 Raymond James Financial shares in Q4 2022, an estimated $34K.
  • Evoke Wealth first reported a position in Raymond James Financial in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Raymond James Financial position peaked at $34K in Q3 2022.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.