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YorkBridge Wealth Partners’s Raymond James Financial RJF Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$307K Sell
2,871
-675
-19% -$75.8K 0.08% 187
2022
Q3 		$350K Sell
3,546
-100
-3% -$10.1K 0.09% 162
2022
Q2 		$326K Sell
3,646
-286
-7% -$28K 0.09% 176
2022
Q1 		$432K Sell
3,932
-744
-16% -$78.8K 0.09% 162
2021
Q4 		$469K Buy
4,676
+68
+1% +$6.72K 0.11% 147
2021
Q3 		$425K Buy
4,608
+342
+8% +$30.6K 0.11% 147
2021
Q2 		$369K Sell
4,266
-80
-2% -$6.96K 0.1% 166
2021
Q1 		$355K Buy
4,346
+759
+21% +$56.6K 0.1% 164
2020
Q4 		$229K Buy
+3,587
New +$205K 0.08% 187
2019
Q3 		– Sell
-2,273
Closed -$128K – 544
2019
Q2 		$128K Sell
2,273
-6
-0.3% -$342 0.06% 252
2019
Q1 		$122K Buy
2,279
+32
+1% +$1.71K 0.06% 247
2018
Q4 		$111K Buy
2,247
+7
+0.3% +$373 0.06% 235
2018
Q3 		$138K Sell
2,240
-36
-2% -$2.22K 0.06% 229
2018
Q2 		$136K Buy
2,276
+84
+4% +$5.21K 0.06% 238
2018
Q1 		$127K Buy
2,192
+104
+5% +$6.47K 0.06% 253
2017
Q4 		$125K Buy
2,088
+9
+0.4% +$519 0.06% 243
2017
Q3 		$117K Sell
2,079
-41
-2% -$2.21K 0.06% 241
2017
Q2 		$115K Buy
2,120
+99
+5% +$4.98K 0.06% 245
2017
Q1 		$102K Buy
2,021
+78
+4% +$3.97K 0.05% 260
2016
Q4 		$94K Buy
+1,943
New +$85.9K 0.06% 249

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's RJF Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Raymond James Financial (RJF) stake by 19% in Q4 2022, selling an estimated $75.8K and leaving 2,871 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #187.

YorkBridge Wealth Partners first reported a position in RJF in Q4 2016 and has held it in 20 quarters since. The position peaked at $469K in Q4 2021. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • YorkBridge Wealth Partners held 2,871 shares of Raymond James Financial worth $307K as of Q4 2022.
  • YorkBridge Wealth Partners sold 675 Raymond James Financial shares in Q4 2022, an estimated $75.8K.
  • Raymond James Financial made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #187 holding.
  • YorkBridge Wealth Partners first reported a position in Raymond James Financial in Q4 2016 and has held it in 20 quarters since.
  • YorkBridge Wealth Partners's Raymond James Financial position peaked at $469K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.