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Toth Financial Advisory’s Raymond James Financial RJF Stock Holding History

Toth Financial Advisory’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
-305
Closed -$28.4K – 876
2023
Q1 		$28.4K Hold
305
– – ﹤0.01% 343
2022
Q4 		$32.6K Sell
305
-305
-50% -$34.2K 0.01% 330
2022
Q3 		$60K Hold
610
– – 0.01% 255
2022
Q2 		$55K Sell
610
-6,640
-92% -$651K 0.01% 259
2022
Q1 		$797K Buy
+7,250
New +$768K 0.12% 130

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

Toth Financial Advisory's RJF Position: Q2 2023 in Review

Toth Financial Advisory sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 305 shares — an estimated $28.4K sold.

Toth Financial Advisory first reported a position in RJF in Q1 2022 and held it in 5 quarters. The position peaked at $797K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Toth Financial Advisory reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 305 Raymond James Financial shares in Q2 2023, an estimated $28.4K.
  • Toth Financial Advisory first reported a position in Raymond James Financial in Q1 2022 and held it in 5 quarters.
  • Toth Financial Advisory's Raymond James Financial position peaked at $797K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.