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Great Diamond Partners’s Raymond James Financial RJF Stock Holding History

Great Diamond Partners’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
-17,433
Closed -$1.63M – 229
2023
Q1 		$1.63M Buy
17,433
+10,394
+148% +$1.1M 0.47% 53
2022
Q4 		$752K Buy
7,039
+1,348
+24% +$151K 0.23% 94
2022
Q3 		$562K Buy
5,691
+713
+14% +$72.2K 0.19% 103
2022
Q2 		$445K Buy
+4,978
New +$488K 0.15% 122

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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

Great Diamond Partners's RJF Position: Q2 2023 in Review

Great Diamond Partners sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 17,433 shares — an estimated $1.63M sold.

Great Diamond Partners first reported a position in RJF in Q2 2022 and held it in 4 quarters. The position peaked at $1.63M in Q1 2023. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Great Diamond Partners reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Great Diamond Partners sold 17,433 Raymond James Financial shares in Q2 2023, an estimated $1.63M.
  • Great Diamond Partners first reported a position in Raymond James Financial in Q2 2022 and held it in 4 quarters.
  • Great Diamond Partners's Raymond James Financial position peaked at $1.63M in Q1 2023.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Great Diamond Partners's 13F filing for Q2 2023, filed 17 Jul 2023.