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

Tarbox 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 Q2	–	Sell	-18	Closed	-$2K	–	789
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	845
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	917
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	963
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	971
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	1072
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1043
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1043
2020 Q2	$1K	Sell	18 -26	-59%	-$1.17K	﹤0.01%	1040
2020 Q1	$2K	Buy	44 +21	+91%	+$1.18K	﹤0.01%	700
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	1037
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	988
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	1001
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	588
2018 Q4	$1K	Buy	+23	New	+$1.23K	﹤0.01%	581

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Tarbox Family Office's RJF Position: Q2 2022 in Review

Tarbox Family Office sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 18 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in RJF in Q4 2018 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

Tarbox Family Office reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 18 Raymond James Financial shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Raymond James Financial in Q4 2018 and held it in 14 quarters.
Tarbox Family Office's Raymond James Financial position peaked at $2K in Q1 2022.
655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.