Wipfli Financial Advisors’s Raymond James Financial RJF Stock Holding History

Wipfli Financial 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 Q3	$179K	Buy	+1,810	New	+$183K	0.01%	481

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wipfli Financial Advisors's RJF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Raymond James Financial (RJF) in Q3 2022: 1,810 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings.

665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Wipfli Financial Advisors held 1,810 shares of Raymond James Financial worth $179K as of Q3 2022.
Raymond James Financial was a new Wipfli Financial Advisors position in Q3 2022.
Raymond James Financial made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #481 holding.
665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.