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TwinBeech Capital’s Raymond James Financial RJF Stock Holding History

TwinBeech Capital’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
-292,349
Closed -$27.3M – 815
2023
Q1 		$27.3M Buy
292,349
+226,640
+345% +$24M 0.55% 44
2022
Q4 		$7.02M Buy
+65,709
New +$7.37M 0.13% 191

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

TwinBeech Capital's RJF Position: Q2 2023 in Review

TwinBeech Capital sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 292,349 shares — an estimated $27.3M sold.

TwinBeech Capital first reported a position in RJF in Q4 2022 and held it in 2 quarters. The position peaked at $27.3M in Q1 2023. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • TwinBeech Capital reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • TwinBeech Capital sold 292,349 Raymond James Financial shares in Q2 2023, an estimated $27.3M.
  • TwinBeech Capital first reported a position in Raymond James Financial in Q4 2022 and held it in 2 quarters.
  • TwinBeech Capital's Raymond James Financial position peaked at $27.3M in Q1 2023.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on TwinBeech Capital's 13F filing for Q2 2023, filed 14 Aug 2023.