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Triangle Securities Wealth Management’s Raymond James Financial RJF Stock Holding History

Triangle Securities Wealth Management’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
-1,820
Closed -$200K – 174
2022
Q1 		$200K Sell
1,820
-297
-14% -$31.5K 0.07% 172
2021
Q4 		$213K Buy
+2,117
New +$209K 0.07% 177
2018
Q2 		– Sell
-3,552
Closed -$212K – 143
2018
Q1 		$212K Sell
3,552
-294
-8% -$18.3K 0.12% 132
2017
Q4 		$229K Hold
3,846
– – 0.13% 130
2017
Q3 		$216K Hold
3,846
– – 0.13% 133
2017
Q2 		$206K Buy
+3,846
New +$194K 0.14% 127
2013
Q3 		– Sell
-4,157
Closed -$119K – 323
2013
Q2 		$119K Buy
+4,157
New +$120K 0.09% 162

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Triangle Securities Wealth Management's RJF Position: Q2 2022 in Review

Triangle Securities Wealth Management sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 1,820 shares — an estimated $200K sold.

Triangle Securities Wealth Management first reported a position in RJF in Q2 2013 and held it in 7 quarters. The position peaked at $229K in Q4 2017. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • Triangle Securities Wealth Management reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,820 Raymond James Financial shares in Q2 2022, an estimated $200K.
  • Triangle Securities Wealth Management first reported a position in Raymond James Financial in Q2 2013 and held it in 7 quarters.
  • Triangle Securities Wealth Management's Raymond James Financial position peaked at $229K in Q4 2017.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.