Patriot Financial Group Insurance Agency’s Raymond James Financial RJF Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-18	Closed	-$2K	–	1614
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	1805
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	1877
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	1966
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	1971
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	1905
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	1917
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1795
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1595
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	1573
2020 Q1	$1K	Buy	+18	New	+$1.01K	﹤0.01%	1488
2018 Q2	–	Sell	-75	Closed	-$4K	–	855
2018 Q1	$4K	Hold	75	–	–	﹤0.01%	787
2017 Q4	$5K	Hold	75	–	–	﹤0.01%	728
2017 Q3	$4K	Hold	75	–	–	﹤0.01%	746
2017 Q2	$4K	Hold	75	–	–	﹤0.01%	728
2017 Q1	$4K	Hold	75	–	–	﹤0.01%	677
2016 Q4	$4K	Buy	+75	New	+$3.31K	0.01%	612

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RJF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 18 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in RJF in Q4 2016 and held it in 16 quarters. The position peaked at $5K in Q4 2017. 666 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 18 Raymond James Financial shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Raymond James Financial in Q4 2016 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Raymond James Financial position peaked at $5K in Q4 2017.
666 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.