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

Goodman 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
2023
Q2 		– Sell
-28
Closed -$2.61K – 180
2023
Q1 		$2.61K Hold
28
– – ﹤0.01% 136
2022
Q4 		$3K Hold
28
– – ﹤0.01% 124
2022
Q3 		$3K Hold
28
– – ﹤0.01% 130
2022
Q2 		$3K Buy
+28
New +$2.74K ﹤0.01% 139

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

Goodman Advisory Group's RJF Position: Q2 2023 in Review

Goodman Advisory Group sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 28 shares — an estimated $2.61K sold.

Goodman Advisory Group first reported a position in RJF in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q4 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Goodman Advisory Group reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 28 Raymond James Financial shares in Q2 2023, an estimated $2.61K.
  • Goodman Advisory Group first reported a position in Raymond James Financial in Q2 2022 and held it in 4 quarters.
  • Goodman Advisory Group's Raymond James Financial position peaked at $3K in Q4 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Goodman Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.