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Raymond James & Associates’s Amalgamated Financial AMAL Stock Holding History

Raymond James & Associates’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,925
Closed -$264K – 3833
2023
Q1 		$264K Sell
14,925
-14,325
-49% -$315K ﹤0.01% 3320
2022
Q4 		$674K Buy
+29,250
New +$709K ﹤0.01% 2676

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates's AMAL Position: Q2 2023 in Review

Raymond James & Associates sold out of Amalgamated Financial (AMAL) in Q2 2023, closing a stake of 14,925 shares — an estimated $264K sold.

Raymond James & Associates first reported a position in AMAL in Q4 2022 and held it in 2 quarters. The position peaked at $674K in Q4 2022. 116 funds tracked by Wall St. Rank hold AMAL as of Q2 2023.

  • Raymond James & Associates reported no remaining Amalgamated Financial position as of Q2 2023 after selling out during the quarter.
  • Raymond James & Associates sold 14,925 Amalgamated Financial shares in Q2 2023, an estimated $264K.
  • Raymond James & Associates first reported a position in Amalgamated Financial in Q4 2022 and held it in 2 quarters.
  • Raymond James & Associates's Amalgamated Financial position peaked at $674K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2023.

Based on Raymond James & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.