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Syverson Strege & Co’s Raymond James Financial RJF Stock Holding History

Syverson Strege & Co’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
-20
Closed -$1.86K – 498
2023
Q1 		$1.86K Buy
+20
New +$2.12K ﹤0.01% 504
2021
Q4 		– Sell
-39
Closed -$4K – 447
2021
Q3 		$4K Buy
+39
New +$3.49K ﹤0.01% 354

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Syverson Strege & Co's RJF Position: Q2 2023 in Review

Syverson Strege & Co sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 20 shares — an estimated $1.86K sold.

Syverson Strege & Co first reported a position in RJF in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Syverson Strege & Co reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 20 Raymond James Financial shares in Q2 2023, an estimated $1.86K.
  • Syverson Strege & Co first reported a position in Raymond James Financial in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Raymond James Financial position peaked at $4K in Q3 2021.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.