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Fortitude Advisory Group’s Raymond James Financial RJF Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-42
Closed -$5K – 1033
2022
Q1 		$5K Hold
42
– – ﹤0.01% 1169
2021
Q4 		$4K Buy
+42
New +$4.15K ﹤0.01% 1255

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

Fortitude Advisory Group's RJF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 42 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in RJF in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 42 Raymond James Financial shares in Q2 2022, an estimated $5K.
  • Fortitude Advisory Group first reported a position in Raymond James Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Raymond James Financial position peaked at $5K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.