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TrustCore Financial Services’s Raymond James Financial RJF Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-103
Closed -$10K – 1131
2022
Q3 		$10K Buy
+103
New +$10.4K ﹤0.01% 749
2019
Q4 		– Sell
-1,283
Closed -$71K – 957
2019
Q3 		$71K Buy
+1,283
New +$69.7K 0.02% 314

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's RJF Position: Q4 2022 in Review

TrustCore Financial Services sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 103 shares — an estimated $10K sold.

TrustCore Financial Services first reported a position in RJF in Q3 2019 and held it in 2 quarters. The position peaked at $71K in Q3 2019. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • TrustCore Financial Services reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 103 Raymond James Financial shares in Q4 2022, an estimated $10K.
  • TrustCore Financial Services first reported a position in Raymond James Financial in Q3 2019 and held it in 2 quarters.
  • TrustCore Financial Services's Raymond James Financial position peaked at $71K in Q3 2019.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.