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Redhawk Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Redhawk Wealth Advisors’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
Q2 		– Sell
-3,078
Closed -$287K – 225
2023
Q1 		$287K Buy
+3,078
New +$326K 0.1% 144
2021
Q3 		– Sell
-6,486
Closed -$562K – 278
2021
Q2 		$562K Buy
+6,486
New +$565K 0.13% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redhawk Wealth Advisors's RJF Position: Q2 2023 in Review

Redhawk Wealth Advisors sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 3,078 shares — an estimated $287K sold.

Redhawk Wealth Advisors first reported a position in RJF in Q2 2021 and held it in 2 quarters. The position peaked at $562K in Q2 2021. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Redhawk Wealth Advisors reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 3,078 Raymond James Financial shares in Q2 2023, an estimated $287K.
  • Redhawk Wealth Advisors first reported a position in Raymond James Financial in Q2 2021 and held it in 2 quarters.
  • Redhawk Wealth Advisors's Raymond James Financial position peaked at $562K in Q2 2021.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.