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Raymond James & Associates’s Energy Services of America ESOA Stock Holding History

Raymond James & Associates’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,497
Closed -$132K – 4026
2024
Q2 		$132K Hold
18,497
– – ﹤0.01% 3689
2024
Q1 		$153K Sell
18,497
-5,000
-21% -$36.8K ﹤0.01% 3671
2023
Q4 		$141K Buy
23,497
+5,000
+27% +$22.9K ﹤0.01% 3591
2023
Q3 		$74.8K Hold
18,497
– – ﹤0.01% 3642
2023
Q2 		$53.6K Hold
18,497
– – ﹤0.01% 3699
2023
Q1 		$42.4K Hold
18,497
– – ﹤0.01% 3746
2022
Q4 		$47.6K Hold
18,497
– – ﹤0.01% 3723
2022
Q3 		$53K Hold
18,497
– – ﹤0.01% 3700
2022
Q2 		$38K Sell
18,497
-49,631
-73% -$122K ﹤0.01% 3817
2022
Q1 		$196K Buy
+68,128
New +$217K ﹤0.01% 3675

Other funds holding ESOA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 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 ESOA Position: Q3 2024 in Review

Raymond James & Associates sold out of Energy Services of America (ESOA) in Q3 2024, closing a stake of 18,497 shares — an estimated $132K sold.

Raymond James & Associates first reported a position in ESOA in Q1 2022 and held it in 10 quarters. The position peaked at $196K in Q1 2022. 52 funds tracked by Wall St. Rank hold ESOA as of Q3 2024.

  • Raymond James & Associates reported no remaining Energy Services of America position as of Q3 2024 after selling out during the quarter.
  • Raymond James & Associates sold 18,497 Energy Services of America shares in Q3 2024, an estimated $132K.
  • Raymond James & Associates first reported a position in Energy Services of America in Q1 2022 and held it in 10 quarters.
  • Raymond James & Associates's Energy Services of America position peaked at $196K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.