TimeScale Financial’s Raymond James Financial RJF Stock Holding History

TimeScale Financial’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	$117K	Buy	1,127 +2	+0.2%	+$186	0.03%	146
2023 Q1	$105K	Buy	1,125 +3	+0.3%	+$318	0.02%	144
2022 Q4	$111K	Hold	1,122	–	–	0.03%	106
2022 Q3	$111K	Buy	1,122 +1	+0.1%	+$101	0.03%	106
2022 Q2	$100K	Buy	1,121 +2	+0.2%	+$196	0.03%	116
2022 Q1	$123K	Buy	1,119 +1	+0.1%	+$106	0.03%	114
2021 Q4	$112K	Buy	1,118 +1	+0.1%	+$99	0.03%	124
2021 Q3	$103K	Buy	1,117 +1	+0.1%	+$90	0.02%	125
2021 Q2	$97K	Hold	1,116	–	–	0.02%	133
2021 Q1	$91K	Buy	1,116 +1	+0.1%	+$75	0.02%	132
2020 Q4	$71K	Buy	1,115 +3	+0.3%	+$172	0.02%	137
2020 Q3	$54K	Buy	1,112 +2	+0.2%	+$97	0.02%	147
2020 Q2	$50K	Hold	1,110	–	–	0.02%	148
2020 Q1	$46K	Sell	1,110 -495	-31%	-$27.9K	0.01%	140
2019 Q4	$95K	Hold	1,605	–	–	0.03%	122
2019 Q3	$88K	Hold	1,605	–	–	0.03%	128
2019 Q2	$90K	Buy	+1,605	New	+$91.5K	0.03%	131

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TimeScale Financial's RJF Position: Q2 2023 in Review

TimeScale Financial increased its Raymond James Financial (RJF) stake by 0.18% in Q2 2023, buying an estimated $186 and bringing the position to 1,127 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #146.

TimeScale Financial first reported a position in RJF in Q2 2019 and has held it in 17 quarters since. The position peaked at $123K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

TimeScale Financial held 1,127 shares of Raymond James Financial worth $117K as of Q2 2023.
TimeScale Financial bought 2 Raymond James Financial shares in Q2 2023, an estimated $186.
Raymond James Financial made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #146 holding.
TimeScale Financial first reported a position in Raymond James Financial in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Raymond James Financial position peaked at $123K in Q1 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.