Phase 2 Partners’s Raymond James Financial RJF Stock Holding History

Phase 2 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
2022 Q3	–	Sell	-68,223	Closed	-$6.1M	–	32
2022 Q2	$6.1M	Buy	68,223 +34,605	+103%	+$3.39M	3.14%	19
2022 Q1	$3.69M	Buy	+33,618	New	+$3.56M	2.41%	19

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

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 $298B AUM 21.96% 1-Year Est. Return

Phase 2 Partners's RJF Position: Q3 2022 in Review

Phase 2 Partners sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 68,223 shares — an estimated $6.1M sold.

Phase 2 Partners first reported a position in RJF in Q1 2022 and held it in 2 quarters. The position peaked at $6.1M in Q2 2022. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Phase 2 Partners reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
Phase 2 Partners sold 68,223 Raymond James Financial shares in Q3 2022, an estimated $6.1M.
Phase 2 Partners first reported a position in Raymond James Financial in Q1 2022 and held it in 2 quarters.
Phase 2 Partners's Raymond James Financial position peaked at $6.1M in Q2 2022.
665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Phase 2 Partners's 13F filing for Q3 2022, filed 14 Nov 2022.