Laurie J. Hall Trustee’s Raymond James Financial RJF Stock Holding History

Laurie J. Hall Trustee’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	-95	Closed	-$10K	–	307
2022 Q4	$10K	Sell	95 -50	-34%	-$5.61K	﹤0.01%	229
2022 Q3	$14K	Sell	145 -70	-33%	-$7.09K	0.01%	231
2022 Q2	$19K	Hold	215	–	–	0.01%	230
2022 Q1	$24K	Hold	215	–	–	0.01%	234
2021 Q4	$22K	Hold	215	–	–	0.01%	237
2021 Q3	$20K	Sell	215 -130	-38%	-$11.6K	0.01%	244
2021 Q2	$30K	Hold	345	–	–	0.01%	236
2021 Q1	$28K	Hold	345	–	–	0.01%	241
2020 Q4	$22K	Hold	345	–	–	0.01%	252
2020 Q3	$17K	Buy	+345	New	+$16.7K	0.01%	245
2019 Q4	$12K	Hold	195	–	–	0.01%	268
2019 Q3	$11K	Hold	195	–	–	0.01%	257
2019 Q2	$11K	Hold	195	–	–	0.01%	263
2019 Q1	$10K	Hold	195	–	–	0.01%	271
2018 Q4	$11K	Sell	195 -45	-19%	-$2.4K	0.01%	264
2018 Q3	$15K	Hold	240	–	–	0.01%	271
2018 Q2	$14K	Hold	240	–	–	0.01%	275
2018 Q1	$14K	Hold	240	–	–	0.01%	268
2017 Q4	$14K	Sell	240 -105	-30%	-$6.05K	0.01%	278
2017 Q3	$19.4K	Hold	345	–	–	0.01%	207
2017 Q2	$18.5K	Hold	345	–	–	0.01%	209
2017 Q1	$17.1K	Hold	345	–	–	0.01%	215
2016 Q4	$17K	Buy	+345	New	+$15.2K	0.01%	211
2016 Q2	$12K	Buy	345 +180	+109%	+$6.16K	0.01%	225
2016 Q1	$6K	Buy	+165	New	+$5.07K	﹤0.01%	232

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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 $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurie J. Hall Trustee's RJF Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 95 shares — an estimated $10K sold.

Laurie J. Hall Trustee first reported a position in RJF in Q1 2016 and held it in 25 quarters. The position peaked at $30K in Q2 2021. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

Laurie J. Hall Trustee reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 95 Raymond James Financial shares in Q1 2023, an estimated $10K.
Laurie J. Hall Trustee first reported a position in Raymond James Financial in Q1 2016 and held it in 25 quarters.
Laurie J. Hall Trustee's Raymond James Financial position peaked at $30K in Q2 2021.
661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.