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Intersect Capital’s Raymond James Financial RJF Stock Holding History

Intersect Capital’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
Q2 		– Sell
-2,206
Closed -$242K – 424
2022
Q1 		$242K Hold
2,206
– – 0.05% 368
2021
Q4 		$221K Hold
2,206
– – 0.04% 387
2021
Q3 		$204K Buy
+2,206
New +$198K 0.03% 373

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intersect Capital's RJF Position: Q2 2022 in Review

Intersect Capital sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 2,206 shares — an estimated $242K sold.

Intersect Capital first reported a position in RJF in Q3 2021 and held it in 3 quarters. The position peaked at $242K in Q1 2022. 656 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • Intersect Capital reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 2,206 Raymond James Financial shares in Q2 2022, an estimated $242K.
  • Intersect Capital first reported a position in Raymond James Financial in Q3 2021 and held it in 3 quarters.
  • Intersect Capital's Raymond James Financial position peaked at $242K in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.