Lenox Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Lenox Wealth Advisors’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 Q1	$18K	Buy	168 +18	+12%	+$1.91K	﹤0.01%	396
2021 Q4	$15K	Hold	150	–	–	﹤0.01%	451
2021 Q3	$14K	Hold	150	–	–	﹤0.01%	427
2021 Q2	$13K	Buy	+150	New	+$13.1K	﹤0.01%	429
2020 Q3	–	Sell	-26	Closed	-$1K	–	634
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	564
2020 Q1	$1K	Buy	+26	New	+$1.47K	﹤0.01%	719
2018 Q3	–	Sell	-206	Closed	-$12K	–	500
2018 Q2	$12K	Sell	206 -66	-24%	-$4.1K	﹤0.01%	326
2018 Q1	$16K	Buy	272 +206	+312%	+$12.8K	﹤0.01%	295
2017 Q4	$4K	Buy	+66	New	+$3.8K	﹤0.01%	248

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's RJF Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Raymond James Financial (RJF) stake by 12% in Q1 2022, buying an estimated $1.91K and bringing the position to 168 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Lenox Wealth Advisors first reported a position in RJF in Q4 2017 and has held it in 9 quarters since. 662 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

Lenox Wealth Advisors held 168 shares of Raymond James Financial worth $18K as of Q1 2022.
Lenox Wealth Advisors bought 18 Raymond James Financial shares in Q1 2022, an estimated $1.91K.
Raymond James Financial made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #396 holding.
Lenox Wealth Advisors first reported a position in Raymond James Financial in Q4 2017 and has held it in 9 quarters since.
662 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.