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Knowledge Leaders Capital’s Raymond James Financial RJF Stock Holding History

Knowledge Leaders 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
2023
Q1 		– Sell
-3,067
Closed -$328K – 86
2022
Q4 		$328K Sell
3,067
-10
-0.3% -$1.12K 0.43% 90
2022
Q3 		$304K Sell
3,077
-5,605
-65% -$568K 0.39% 94
2022
Q2 		$776K Sell
8,682
-29
-0.3% -$2.84K 0.75% 58
2022
Q1 		$957K Hold
8,711
– – 0.69% 59
2021
Q4 		$875K Sell
8,711
-1,019
-10% -$101K 0.64% 70
2021
Q3 		$898K Buy
+9,730
New +$872K 0.73% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Knowledge Leaders Capital's RJF Position: Q1 2023 in Review

Knowledge Leaders Capital sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 3,067 shares — an estimated $328K sold.

Knowledge Leaders Capital first reported a position in RJF in Q3 2021 and held it in 6 quarters. The position peaked at $957K in Q1 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Knowledge Leaders Capital reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
  • Knowledge Leaders Capital sold 3,067 Raymond James Financial shares in Q1 2023, an estimated $328K.
  • Knowledge Leaders Capital first reported a position in Raymond James Financial in Q3 2021 and held it in 6 quarters.
  • Knowledge Leaders Capital's Raymond James Financial position peaked at $957K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Knowledge Leaders Capital's 13F filing for Q1 2023, filed 4 May 2023.