EWG Elevate’s Raymond James Financial RJF Stock Holding History

EWG Elevate’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	-119	Closed	-$12.7K	–	614
2022 Q4	$12.7K	Buy	+119	New	+$13.4K	0.01%	347

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EWG Elevate's RJF Position: Q1 2023 in Review

EWG Elevate sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 119 shares — an estimated $12.7K sold.

EWG Elevate first reported a position in RJF in Q4 2022 and held it in 1 quarter. The position peaked at $12.7K in Q4 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

EWG Elevate reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 119 Raymond James Financial shares in Q1 2023, an estimated $12.7K.
EWG Elevate first reported a position in Raymond James Financial in Q4 2022 and held it in 1 quarter.
EWG Elevate's Raymond James Financial position peaked at $12.7K in Q4 2022.
661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.