YHB Investment Advisors’s Raymond James Financial RJF Stock Holding History

YHB Investment 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
2023 Q1	–	Sell	-1,956	Closed	-$209K	–	287
2022 Q4	$209K	Sell	1,956 -250	-11%	-$28.1K	0.02%	276
2022 Q3	$218K	Buy	+2,206	New	+$223K	0.02%	263
2022 Q2	–	Sell	-2,206	Closed	-$242K	–	294
2022 Q1	$242K	Sell	2,206 -191	-8%	-$20.2K	0.02%	265
2021 Q4	$241K	Sell	2,397 -30	-1%	-$2.96K	0.02%	296
2021 Q3	$224K	Sell	2,427 -2	-0.1%	-$179	0.02%	290
2021 Q2	$210K	Hold	2,429	–	–	0.02%	290
2021 Q1	$210K	Buy	+2,429	New	+$181K	0.02%	287
2018 Q2	–	Sell	-3,359	Closed	-$200K	–	188
2018 Q1	$200K	Buy	+3,359	New	+$209K	0.03%	183

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

YHB Investment Advisors's RJF Position: Q1 2023 in Review

YHB Investment Advisors sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 1,956 shares — an estimated $209K sold.

YHB Investment Advisors first reported a position in RJF in Q1 2018 and held it in 8 quarters. The position peaked at $242K in Q1 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

YHB Investment Advisors reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
YHB Investment Advisors sold 1,956 Raymond James Financial shares in Q1 2023, an estimated $209K.
YHB Investment Advisors first reported a position in Raymond James Financial in Q1 2018 and held it in 8 quarters.
YHB Investment Advisors's Raymond James Financial position peaked at $242K in Q1 2022.
661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on YHB Investment Advisors's 13F filing for Q1 2023, filed 8 May 2023.