TrueWealth LLC’s Raymond James Financial RJF Stock Holding History

TrueWealth LLC’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
2020 Q2	$5K	Hold	108	–	–	﹤0.01%	565
2020 Q1	$5K	Hold	108	–	–	﹤0.01%	555
2019 Q4	$6K	Hold	108	–	–	﹤0.01%	549
2019 Q3	$6K	Hold	108	–	–	﹤0.01%	545
2019 Q2	$6K	Hold	108	–	–	﹤0.01%	545
2019 Q1	$6K	Hold	108	–	–	﹤0.01%	548
2018 Q4	$5K	Hold	108	–	–	﹤0.01%	555
2018 Q3	$7K	Hold	108	–	–	﹤0.01%	556
2018 Q2	$6K	Hold	108	–	–	﹤0.01%	588
2018 Q1	$6K	Hold	108	–	–	﹤0.01%	549
2017 Q4	$6K	Buy	+108	New	+$6.22K	﹤0.01%	621

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

TrueWealth LLC's RJF Position: Q2 2020 in Review

TrueWealth LLC held its Raymond James Financial (RJF) position steady in Q2 2020 at 108 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

TrueWealth LLC first reported a position in RJF in Q4 2017 and has held it in 11 quarters since. The position peaked at $7K in Q3 2018. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

TrueWealth LLC held 108 shares of Raymond James Financial worth $5K as of Q2 2020.
TrueWealth LLC left its Raymond James Financial share count unchanged in Q2 2020.
Raymond James Financial made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #565 holding.
TrueWealth LLC first reported a position in Raymond James Financial in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Raymond James Financial position peaked at $7K in Q3 2018.
486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.