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Laffer Tengler Investments’s Raymond James Financial RJF Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-4,205
Closed -$436K – 385
2023
Q2 		$436K Buy
4,205
+14
+0.3% +$1.3K 0.12% 144
2023
Q1 		$391K Buy
4,191
+92
+2% +$9.75K 0.11% 148
2022
Q4 		$438K Buy
+4,099
New +$460K 0.13% 148

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
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
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laffer Tengler Investments's RJF Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 4,205 shares — an estimated $436K sold.

Laffer Tengler Investments first reported a position in RJF in Q4 2022 and held it in 3 quarters. The position peaked at $438K in Q4 2022. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 4,205 Raymond James Financial shares in Q3 2023, an estimated $436K.
  • Laffer Tengler Investments first reported a position in Raymond James Financial in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Raymond James Financial position peaked at $438K in Q4 2022.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.