IFG Advisory’s Raymond James Financial RJF Stock Holding History

IFG Advisory’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 Q4	–	Sell	-3,282	Closed	-$324K	–	529
2022 Q3	$324K	Sell	3,282 -1,006	-23%	-$102K	0.03%	394
2022 Q2	$383K	Hold	4,288	–	–	0.04%	331
2022 Q1	$471K	Sell	4,288 -614	-13%	-$65K	0.05%	315
2021 Q4	$492K	Hold	4,902	–	–	0.05%	304
2021 Q3	$452K	Sell	4,902 -192	-4%	-$17.2K	0.05%	314
2021 Q2	$441K	Sell	5,094 -188	-4%	-$16.4K	0.05%	318
2021 Q1	$431K	Sell	5,282 -30	-0.6%	-$2.24K	0.05%	328
2020 Q4	$338K	Hold	5,312	–	–	0.05%	331
2020 Q3	$257K	Hold	5,312	–	–	0.04%	349
2020 Q2	$243K	Sell	5,312 -672	-11%	-$30.3K	0.04%	343
2020 Q1	$252K	Sell	5,984 -486	-8%	-$27.4K	0.06%	302
2019 Q4	$385K	Hold	6,470	–	–	0.07%	273
2019 Q3	$355K	Buy	6,470 +36	+0.6%	+$1.96K	0.07%	276
2019 Q2	$362K	Hold	6,434	–	–	0.06%	247
2019 Q1	$344K	Buy	+6,434	New	+$345K	0.07%	248

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG Advisory's RJF Position: Q4 2022 in Review

IFG Advisory sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 3,282 shares — an estimated $324K sold.

IFG Advisory first reported a position in RJF in Q1 2019 and held it in 15 quarters. The position peaked at $492K in Q4 2021. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

IFG Advisory reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
IFG Advisory sold 3,282 Raymond James Financial shares in Q4 2022, an estimated $324K.
IFG Advisory first reported a position in Raymond James Financial in Q1 2019 and held it in 15 quarters.
IFG Advisory's Raymond James Financial position peaked at $492K in Q4 2021.
699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on IFG Advisory's 13F filing for Q4 2022, filed 31 Jan 2023.