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Triasima Portfolio Management’s Raymond James Financial RJF Stock Holding History

Triasima Portfolio 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
2023
Q3 		– Sell
-2,815
Closed -$387K – 150
2023
Q2 		$387K Sell
2,815
-380
-12% -$35.3K 0.02% 122
2023
Q1 		$298K Hold
3,195
– – 0.02% 119
2022
Q4 		$341K Buy
+3,195
New +$359K 0.03% 109

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

Triasima Portfolio Management's RJF Position: Q3 2023 in Review

Triasima Portfolio Management sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 2,815 shares — an estimated $387K sold.

Triasima Portfolio Management first reported a position in RJF in Q4 2022 and held it in 3 quarters. The position peaked at $387K in Q2 2023. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Triasima Portfolio Management reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Triasima Portfolio Management sold 2,815 Raymond James Financial shares in Q3 2023, an estimated $387K.
  • Triasima Portfolio Management first reported a position in Raymond James Financial in Q4 2022 and held it in 3 quarters.
  • Triasima Portfolio Management's Raymond James Financial position peaked at $387K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Triasima Portfolio Management's 13F filing for Q3 2023, filed 14 Nov 2023.