FourThought Financial’s Raymond James Financial RJF Stock Holding History

FourThought Financial’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	$104K	Buy	1,054 +188	+22%	+$19K	0.02%	427
2022 Q2	$77K	Sell	866 -29	-3%	-$2.84K	0.01%	496
2022 Q1	$97K	Buy	895 +245	+38%	+$26K	0.01%	483
2021 Q4	$65K	Sell	650 -193	-23%	-$19.1K	0.01%	596
2021 Q3	$77K	Sell	843 -135	-14%	-$12.1K	0.01%	558
2021 Q2	$84K	Buy	978 +118	+14%	+$10.3K	0.01%	548
2021 Q1	$70K	Buy	860 +323	+60%	+$24.1K	0.01%	594
2020 Q4	$34K	Buy	+537	New	+$30.7K	0.01%	755

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FourThought Financial's RJF Position: Q3 2022 in Review

FourThought Financial increased its Raymond James Financial (RJF) stake by 22% in Q3 2022, buying an estimated $19K and bringing the position to 1,054 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #427.

FourThought Financial first reported a position in RJF in Q4 2020 and has held it in 8 quarters since. 666 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

FourThought Financial held 1,054 shares of Raymond James Financial worth $104K as of Q3 2022.
FourThought Financial bought 188 Raymond James Financial shares in Q3 2022, an estimated $19K.
Raymond James Financial made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #427 holding.
FourThought Financial first reported a position in Raymond James Financial in Q4 2020 and has held it in 8 quarters since.
666 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.