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RJF icon

Inspire Investing’s Raymond James Financial RJF Stock Holding History

Inspire Investing’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 		– Sell
-3,388
Closed -$303K – 819
2022
Q2 		$303K Buy
3,388
+146
+5% +$14.3K 0.04% 272
2022
Q1 		$356K Sell
3,242
-514
-14% -$54.5K 0.04% 299
2021
Q4 		$377K Sell
3,756
-7
-0.2% -$692 0.04% 269
2021
Q3 		$347K Buy
+3,763
New +$337K 0.04% 281
2020
Q2 		– Sell
-2
Closed – – 668
2020
Q1 		$0 Buy
+2
New +$113 ﹤0.01% 782
2018
Q1 		– Sell
-956
Closed -$57K – 590
2017
Q4 		$57K Buy
+956
New +$55.1K 0.05% 482

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Inspire Investing's RJF Position: Q3 2022 in Review

Inspire Investing sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 3,388 shares — an estimated $303K sold.

Inspire Investing first reported a position in RJF in Q4 2017 and held it in 6 quarters. The position peaked at $377K in Q4 2021. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Inspire Investing reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Inspire Investing sold 3,388 Raymond James Financial shares in Q3 2022, an estimated $303K.
  • Inspire Investing first reported a position in Raymond James Financial in Q4 2017 and held it in 6 quarters.
  • Inspire Investing's Raymond James Financial position peaked at $377K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Inspire Investing's 13F filing for Q3 2022, filed 7 Nov 2022.