Surevest’s Raymond James Financial RJF Stock Holding History

Surevest’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	$1K	Hold	7	–	–	﹤0.01%	483
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	525
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	496
2021 Q4	$1K	Buy	+7	New	+$692	﹤0.01%	506

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Surevest's RJF Position: Q3 2022 in Review

Surevest held its Raymond James Financial (RJF) position steady in Q3 2022 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Surevest first reported a position in RJF in Q4 2021 and has held it in 4 quarters since. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Surevest held 7 shares of Raymond James Financial worth $1K as of Q3 2022.
Surevest left its Raymond James Financial share count unchanged in Q3 2022.
Raymond James Financial made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #483 holding.
Surevest first reported a position in Raymond James Financial in Q4 2021 and has held it in 4 quarters since.
665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

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