Patron Partners’s Raymond James Financial RJF Stock Holding History

Patron Partners’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	-1,918	Closed	-$205K	–	174
2022 Q4	$205K	Buy	+1,918	New	+$215K	0.15%	150
2022 Q2	–	Sell	-2,067	Closed	-$227K	–	181
2022 Q1	$227K	Buy	+2,067	New	+$219K	0.15%	146

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

Patron Partners's RJF Position: Q1 2023 in Review

Patron Partners sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 1,918 shares — an estimated $205K sold.

Patron Partners first reported a position in RJF in Q1 2022 and held it in 2 quarters. The position peaked at $227K in Q1 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

Patron Partners reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
Patron Partners sold 1,918 Raymond James Financial shares in Q1 2023, an estimated $205K.
Patron Partners first reported a position in Raymond James Financial in Q1 2022 and held it in 2 quarters.
Patron Partners's Raymond James Financial position peaked at $227K in Q1 2022.
661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Patron Partners's 13F filing for Q1 2023, filed 4 May 2023.