TCWP’s Raymond James Financial RJF Stock Holding History

TCWP’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	-432	Closed	-$47K	–	1417
2022 Q1	$47K	Buy	+432	New	+$45.8K	0.01%	491

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

TCWP's RJF Position: Q2 2022 in Review

TCWP sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 432 shares — an estimated $47K sold.

TCWP first reported a position in RJF in Q1 2022 and held it in 1 quarter. The position peaked at $47K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

TCWP reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 432 Raymond James Financial shares in Q2 2022, an estimated $47K.
TCWP first reported a position in Raymond James Financial in Q1 2022 and held it in 1 quarter.
TCWP's Raymond James Financial position peaked at $47K in Q1 2022.
655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.