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Precision Wealth Strategies’s Raymond James Financial RJF Stock Holding History

Precision Wealth Strategies’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
-3,905
Closed -$349K – 148
2022
Q2 		$349K Buy
3,905
+50
+1% +$4.9K 0.27% 81
2022
Q1 		$424K Sell
3,855
-231
-6% -$24.5K 0.25% 84
2021
Q4 		$410K Buy
4,086
+778
+24% +$76.9K 0.3% 96
2021
Q3 		$305K Buy
+3,308
New +$296K 0.24% 98

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

Precision Wealth Strategies's RJF Position: Q3 2022 in Review

Precision Wealth Strategies sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 3,905 shares — an estimated $349K sold.

Precision Wealth Strategies first reported a position in RJF in Q3 2021 and held it in 4 quarters. The position peaked at $424K in Q1 2022. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Precision Wealth Strategies reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,905 Raymond James Financial shares in Q3 2022, an estimated $349K.
  • Precision Wealth Strategies first reported a position in Raymond James Financial in Q3 2021 and held it in 4 quarters.
  • Precision Wealth Strategies's Raymond James Financial position peaked at $424K in Q1 2022.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.