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NuWave Investment Management’s Raymond James Financial RJF Stock Holding History

NuWave Investment Management’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
Q3 		$310K Buy
+3,139
New +$318K 0.36% 109
2022
Q1 		– Sell
-546
Closed -$55K – 366
2021
Q4 		$55K Buy
+546
New +$54K 0.06% 239
2021
Q3 		– Sell
-179
Closed -$15K – 406
2021
Q2 		$15K Buy
+179
New +$15.6K 0.02% 304
2021
Q1 		– Sell
-596
Closed -$38K – 401
2020
Q4 		$38K Buy
596
+561
+1,603% +$32.1K 0.05% 260
2020
Q3 		$2K Buy
+35
New +$1.69K ﹤0.01% 442

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NuWave Investment Management's RJF Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Raymond James Financial (RJF) in Q3 2022: 3,139 shares worth $310K. The stake represents 0.36% of the portfolio and ranks #109 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in RJF as recently as Q4 2021.

NuWave Investment Management first reported a position in RJF in Q3 2020 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • NuWave Investment Management held 3,139 shares of Raymond James Financial worth $310K as of Q3 2022.
  • Raymond James Financial was a new NuWave Investment Management position in Q3 2022.
  • Raymond James Financial made up 0.36% of NuWave Investment Management's portfolio in Q3 2022, its #109 holding.
  • NuWave Investment Management first reported a position in Raymond James Financial in Q3 2020 and has held it in 5 quarters since.
  • 666 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.