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Ritholtz Wealth Management’s Raymond James Financial RJF Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-4,468
Closed -$442K – 709
2022
Q3 		$442K Buy
+4,468
New +$452K 0.02% 428

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Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritholtz Wealth Management's RJF Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 4,468 shares — an estimated $442K sold.

Ritholtz Wealth Management first reported a position in RJF in Q3 2022 and held it in 1 quarter. The position peaked at $442K in Q3 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,468 Raymond James Financial shares in Q4 2022, an estimated $442K.
  • Ritholtz Wealth Management first reported a position in Raymond James Financial in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Raymond James Financial position peaked at $442K in Q3 2022.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.