TFP
RJF icon

Tilia Fiduciary Partners’s Raymond James Financial RJF Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-235
Closed -$24.4K – 388
2023
Q2 		$24.4K Hold
235
– – 0.02% 282
2023
Q1 		$21.9K Sell
235
-103
-30% -$10.9K 0.02% 286
2022
Q4 		$36.1K Sell
338
-60
-15% -$6.73K 0.03% 230
2022
Q3 		$42K Hold
398
– – 0.04% 215
2022
Q2 		$36K Hold
398
– – 0.03% 239
2022
Q1 		$44K Hold
398
– – 0.04% 234
2021
Q4 		$40K Buy
+398
New +$39.3K 0.03% 246

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tilia Fiduciary Partners's RJF Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 235 shares — an estimated $24.4K sold.

Tilia Fiduciary Partners first reported a position in RJF in Q4 2021 and held it in 7 quarters. The position peaked at $44K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 235 Raymond James Financial shares in Q3 2023, an estimated $24.4K.
  • Tilia Fiduciary Partners first reported a position in Raymond James Financial in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Raymond James Financial position peaked at $44K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.