Sageworth Trust’s Raymond James Financial RJF Stock Holding History

Sageworth Trust’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	-100	Closed	-$9.33K	–	370
2023 Q1	$9.33K	Buy	+100	New	+$10.6K	﹤0.01%	293

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sageworth Trust's RJF Position: Q2 2023 in Review

Sageworth Trust sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 100 shares — an estimated $9.33K sold.

Sageworth Trust first reported a position in RJF in Q1 2023 and held it in 1 quarter. The position peaked at $9.33K in Q1 2023. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

Sageworth Trust reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 100 Raymond James Financial shares in Q2 2023, an estimated $9.33K.
Sageworth Trust first reported a position in Raymond James Financial in Q1 2023 and held it in 1 quarter.
Sageworth Trust's Raymond James Financial position peaked at $9.33K in Q1 2023.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.