KIG
RJF icon

Kowal Investment Group’s Raymond James Financial RJF Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-800
Closed -$74K – 756
2021
Q3 		$74K Buy
+800
New +$71.7K 0.02% 193

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's RJF Position: Q4 2021 in Review

Kowal Investment Group sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 800 shares — an estimated $74K sold.

Kowal Investment Group first reported a position in RJF in Q3 2021 and held it in 1 quarter. The position peaked at $74K in Q3 2021. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Kowal Investment Group reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 800 Raymond James Financial shares in Q4 2021, an estimated $74K.
  • Kowal Investment Group first reported a position in Raymond James Financial in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Raymond James Financial position peaked at $74K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.