Standard Family Office’s Raymond James Financial RJF Stock Holding History

Standard Family Office’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	-1,173	Closed	-$116K	–	357
2022 Q3	$116K	Buy	+1,173	New	+$119K	0.05%	68
2021 Q3	–	Sell	-1,487	Closed	-$129K	–	429
2021 Q2	$129K	Hold	1,487	–	–	0.03%	190
2021 Q1	$121K	Hold	1,487	–	–	0.03%	178
2020 Q4	$95K	Buy	+1,487	New	+$85.1K	0.02%	207

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

Standard Family Office's RJF Position: Q4 2022 in Review

Standard Family Office sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 1,173 shares — an estimated $116K sold.

Standard Family Office first reported a position in RJF in Q4 2020 and held it in 4 quarters. The position peaked at $129K in Q2 2021. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

Standard Family Office reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,173 Raymond James Financial shares in Q4 2022, an estimated $116K.
Standard Family Office first reported a position in Raymond James Financial in Q4 2020 and held it in 4 quarters.
Standard Family Office's Raymond James Financial position peaked at $129K in Q2 2021.
699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.