Nicholas Hoffman & Company’s Raymond James Financial RJF Stock Holding History

Nicholas Hoffman & Company’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 Q2	–	Sell	-3,033	Closed	-$283K	–	277
2023 Q1	$283K	Hold	3,033	–	–	0.03%	226
2022 Q4	$324K	Hold	3,033	–	–	0.03%	208
2022 Q3	$300K	Hold	3,033	–	–	0.01%	201
2022 Q2	$271K	Hold	3,033	–	–	0.01%	213
2022 Q1	$333K	Hold	3,033	–	–	0.01%	210
2021 Q4	$305K	Hold	3,033	–	–	0.01%	228
2021 Q3	$280K	Hold	3,033	–	–	0.05%	226
2021 Q2	$263K	Hold	3,033	–	–	0.05%	225
2021 Q1	$248K	Buy	+3,033	New	+$226K	0.05%	221

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

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

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

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

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

Nicholas Hoffman & Company's RJF Position: Q2 2023 in Review

Nicholas Hoffman & Company sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 3,033 shares — an estimated $283K sold.

Nicholas Hoffman & Company first reported a position in RJF in Q1 2021 and held it in 9 quarters. The position peaked at $333K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

Nicholas Hoffman & Company reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
Nicholas Hoffman & Company sold 3,033 Raymond James Financial shares in Q2 2023, an estimated $283K.
Nicholas Hoffman & Company first reported a position in Raymond James Financial in Q1 2021 and held it in 9 quarters.
Nicholas Hoffman & Company's Raymond James Financial position peaked at $333K in Q1 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2023, filed 9 Aug 2023.