WOC
RJF icon

West Oak Capital’s Raymond James Financial RJF Stock Holding History

West Oak 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
2022
Q2 		– Sell
-150
Closed -$16K – 358
2022
Q1 		$16K Buy
+150
New +$15.9K 0.01% 233

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

West Oak Capital's RJF Position: Q2 2022 in Review

West Oak Capital sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 150 shares — an estimated $16K sold.

West Oak Capital first reported a position in RJF in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • West Oak Capital reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • West Oak Capital sold 150 Raymond James Financial shares in Q2 2022, an estimated $16K.
  • West Oak Capital first reported a position in Raymond James Financial in Q1 2022 and held it in 1 quarter.
  • West Oak Capital's Raymond James Financial position peaked at $16K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.