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Phoenix Financial’s Raymond James Financial RJF Stock Holding History

Phoenix Financial’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
-7,989
Closed -$861K – 331
2022
Q4 		$861K Sell
7,989
-3,324
-29% -$373K 0.02% 192
2022
Q3 		$1.11M Buy
11,313
+1,696
+18% +$172K 0.02% 183
2022
Q2 		$863K Buy
+9,617
New +$942K 0.02% 238

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial's RJF Position: Q1 2023 in Review

Phoenix Financial sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 7,989 shares — an estimated $861K sold.

Phoenix Financial first reported a position in RJF in Q2 2022 and held it in 3 quarters. The position peaked at $1.11M in Q3 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Phoenix Financial reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
  • Phoenix Financial sold 7,989 Raymond James Financial shares in Q1 2023, an estimated $861K.
  • Phoenix Financial first reported a position in Raymond James Financial in Q2 2022 and held it in 3 quarters.
  • Phoenix Financial's Raymond James Financial position peaked at $1.11M in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Phoenix Financial's 13F filing for Q1 2023, filed 11 May 2023.