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Freedom Investment Management’s Raymond James Financial RJF Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-6,308
Closed -$655K – 750
2023
Q2 		$655K Sell
6,308
-137
-2% -$12.7K 0.07% 333
2023
Q1 		$601K Sell
6,445
-614
-9% -$65K 0.07% 352
2022
Q4 		$754K Sell
7,059
-404
-5% -$45.3K 0.08% 306
2022
Q3 		$737K Buy
7,463
+7
+0.1% +$709 0.09% 305
2022
Q2 		$667K Sell
7,456
-1,519
-17% -$149K 0.07% 351
2022
Q1 		$986K Sell
8,975
-2,996
-25% -$317K 0.09% 296
2021
Q4 		$1.2M Buy
+11,971
New +$1.18M 0.09% 293
2018
Q4 		– Sell
-29,801
Closed -$1.86M – 881
2018
Q3 		$1.86M Sell
29,801
-1,782
-6% -$110K 0.12% 173
2018
Q2 		$1.88M Buy
31,583
+4,787
+18% +$297K 0.11% 180
2018
Q1 		$1.6M Buy
26,796
+1,624
+6% +$101K 0.08% 231
2017
Q4 		$1.5M Buy
25,172
+969
+4% +$55.8K 0.08% 233
2017
Q3 		$1.36M Buy
24,203
+2,015
+9% +$109K 0.07% 234
2017
Q2 		$1.19M Buy
22,188
+1,042
+5% +$52.5K 0.07% 251
2017
Q1 		$1.07M Buy
21,146
+7,445
+54% +$379K 0.06% 276
2016
Q4 		$633K Buy
+13,701
New +$606K 0.04% 409

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's RJF Position: Q3 2023 in Review

Freedom Investment Management sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 6,308 shares — an estimated $655K sold.

Freedom Investment Management first reported a position in RJF in Q4 2016 and held it in 15 quarters. The position peaked at $1.88M in Q2 2018. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Freedom Investment Management reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 6,308 Raymond James Financial shares in Q3 2023, an estimated $655K.
  • Freedom Investment Management first reported a position in Raymond James Financial in Q4 2016 and held it in 15 quarters.
  • Freedom Investment Management's Raymond James Financial position peaked at $1.88M in Q2 2018.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.