TS Financial Group (TSFG)’s Raymond James Financial RJF Stock Holding History

TS Financial Group (TSFG)’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 Q2	–	Sell	-42	Closed	-$4K	–	1048
2023 Q1	$4K	Hold	42	–	–	﹤0.01%	703
2022 Q4	$4K	Buy	+42	New	+$4.71K	﹤0.01%	707
2021 Q1	–	Sell	-35	Closed	-$2K	–	874
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	753
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	681
2020 Q2	$2K	Buy	35 +6	+21%	+$270	﹤0.01%	661
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	759
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	641
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	655
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	634
2019 Q1	$2K	Buy	+29	New	+$1.55K	﹤0.01%	603

Other funds holding RJF

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TS Financial Group (TSFG)'s RJF Position: Q2 2023 in Review

TS Financial Group (TSFG) sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 42 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in RJF in Q1 2019 and held it in 10 quarters. The position peaked at $4K in Q1 2023. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

TS Financial Group (TSFG) reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 42 Raymond James Financial shares in Q2 2023, an estimated $4K.
TS Financial Group (TSFG) first reported a position in Raymond James Financial in Q1 2019 and held it in 10 quarters.
TS Financial Group (TSFG)'s Raymond James Financial position peaked at $4K in Q1 2023.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2023, filed 10 Jul 2023.