Janiczek Wealth Management’s Raymond James Financial RJF Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$619	Hold	5	–	–	﹤0.01%	984
2024 Q1	$643	Hold	5	–	–	﹤0.01%	981
2023 Q4	$558	Hold	5	–	–	﹤0.01%	990
2023 Q3	$503	Sell	5 -9	-64%	-$952	﹤0.01%	972
2023 Q2	$1.45K	Hold	14	–	–	﹤0.01%	800
2023 Q1	$1.31K	Hold	14	–	–	﹤0.01%	814
2022 Q4	$1.59K	Hold	14	–	–	﹤0.01%	810
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	781
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	898
2022 Q1	$2K	Sell	14 -61	-81%	-$6.46K	﹤0.01%	785
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	626
2021 Q3	$7K	Buy	+75	New	+$6.72K	﹤0.01%	639

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Janiczek Wealth Management's RJF Position: Q2 2024 in Review

Janiczek Wealth Management held its Raymond James Financial (RJF) position steady in Q2 2024 at 5 shares worth $619. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Janiczek Wealth Management first reported a position in RJF in Q3 2021 and has held it in 12 quarters since. The position peaked at $8K in Q4 2021. 746 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

Janiczek Wealth Management held 5 shares of Raymond James Financial worth $619 as of Q2 2024.
Janiczek Wealth Management left its Raymond James Financial share count unchanged in Q2 2024.
Raymond James Financial made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #984 holding.
Janiczek Wealth Management first reported a position in Raymond James Financial in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's Raymond James Financial position peaked at $8K in Q4 2021.
746 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.