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TruWealth Advisors’s Raymond James Financial RJF Stock Holding History

TruWealth Advisors’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
-3,123
Closed -$309K – 144
2022
Q3 		$309K Buy
3,123
+195
+7% +$19.7K 0.03% 100
2022
Q2 		$262K Buy
2,928
+731
+33% +$71.6K 0.03% 115
2022
Q1 		$241K Buy
+2,197
New +$233K 0.03% 110

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
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

TruWealth Advisors's RJF Position: Q4 2022 in Review

TruWealth Advisors sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 3,123 shares — an estimated $309K sold.

TruWealth Advisors first reported a position in RJF in Q1 2022 and held it in 3 quarters. The position peaked at $309K in Q3 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • TruWealth Advisors reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
  • TruWealth Advisors sold 3,123 Raymond James Financial shares in Q4 2022, an estimated $309K.
  • TruWealth Advisors first reported a position in Raymond James Financial in Q1 2022 and held it in 3 quarters.
  • TruWealth Advisors's Raymond James Financial position peaked at $309K in Q3 2022.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on TruWealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.