Kiwi Wealth Investments Limited Partnership’s Raymond James Financial RJF Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-42,998	Closed	-$3.84M	–	254
2022 Q3	$3.84M	Hold	42,998	–	–	0.27%	103
2022 Q2	$3.84M	Sell	42,998 -641	-1%	-$62.8K	0.27%	103
2022 Q1	$4.8M	Sell	43,639 -3,609	-8%	-$382K	0.26%	115
2021 Q4	$4.74M	Buy	47,248 +18,859	+66%	+$1.86M	0.22%	121
2021 Q3	$2.62M	Buy	+28,389	New	+$2.54M	0.13%	168

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's RJF Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 42,998 shares — an estimated $3.84M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in RJF in Q3 2021 and held it in 5 quarters. The position peaked at $4.8M in Q1 2022. 700 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 42,998 Raymond James Financial shares in Q4 2022, an estimated $3.84M.
Kiwi Wealth Investments Limited Partnership first reported a position in Raymond James Financial in Q3 2021 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's Raymond James Financial position peaked at $4.8M in Q1 2022.
700 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.