Sanford Advisory Services’s Raymond James Financial RJF Stock Holding History

Sanford Advisory Services’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	$2.82M	Sell	26,361 -1,225	-4%	-$137K	0.67%	30
2022 Q3	$2.73M	Sell	27,586 -337	-1%	-$34.1K	0.78%	21
2022 Q2	$2.5M	Buy	27,923 +1,430	+5%	+$140K	0.71%	21
2022 Q1	$2.91M	Hold	26,493	–	–	0.79%	20
2021 Q4	$2.66M	Sell	26,493 -710	-3%	-$70.2K	0.6%	23
2021 Q3	$2.51M	Buy	27,203 +108	+0.4%	+$9.67K	0.63%	21
2021 Q2	$2.35M	Buy	27,095 +225	+0.8%	+$19.6K	0.6%	21
2021 Q1	$2.19M	Hold	26,870	–	–	0.61%	19
2020 Q4	$1.71M	Buy	+26,870	New	+$1.54M	0.55%	20

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanford Advisory Services's RJF Position: Q4 2022 in Review

Sanford Advisory Services reduced its Raymond James Financial (RJF) stake by 4.4% in Q4 2022, selling an estimated $137K and leaving 26,361 shares worth $2.82M. The position accounts for 0.67% of the portfolio, ranked #30.

Sanford Advisory Services first reported a position in RJF in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.91M in Q1 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

Sanford Advisory Services held 26,361 shares of Raymond James Financial worth $2.82M as of Q4 2022.
Sanford Advisory Services sold 1,225 Raymond James Financial shares in Q4 2022, an estimated $137K.
Raymond James Financial made up 0.67% of Sanford Advisory Services's portfolio in Q4 2022, its #30 holding.
Sanford Advisory Services first reported a position in Raymond James Financial in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Raymond James Financial position peaked at $2.91M in Q1 2022.
699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.