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Retirement Group’s Raymond James Financial RJF Stock Holding History

Retirement Group’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
-19
Closed -$2K – 737
2022
Q2 		$2K Hold
19
– – ﹤0.01% 637
2022
Q1 		$2K Hold
19
– – ﹤0.01% 636
2021
Q4 		$2K Hold
19
– – ﹤0.01% 616
2021
Q3 		$2K Sell
19
-1
-5% -$90 ﹤0.01% 529
2021
Q2 		$2K Hold
20
– – ﹤0.01% 574
2021
Q1 		$2K Hold
20
– – ﹤0.01% 643
2020
Q4 		$1K Hold
20
– – ﹤0.01% 624
2020
Q3 		$1K Hold
20
– – ﹤0.01% 628
2020
Q2 		$1K Buy
+20
New +$901 ﹤0.01% 613
2019
Q4 		$1K Buy
+20
New +$1.15K ﹤0.01% 616

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

Retirement Group's RJF Position: Q3 2022 in Review

Retirement Group sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 19 shares — an estimated $2K sold.

Retirement Group first reported a position in RJF in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Retirement Group reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 19 Raymond James Financial shares in Q3 2022, an estimated $2K.
  • Retirement Group first reported a position in Raymond James Financial in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Raymond James Financial position peaked at $2K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.