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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 656 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.
656 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.