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Raymond James & Associates’s Esquire Financial Holdings ESQ Stock Holding History

Raymond James & Associates’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$443K Sell
6,801
-455
-6% -$26.3K ﹤0.01% 3179
2024
Q2 		$345K Buy
7,256
+42
+0.6% +$1.97K ﹤0.01% 3287
2024
Q1 		$342K Buy
+7,214
New +$353K ﹤0.01% 3303

Other funds holding ESQ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James & Associates's ESQ Position: Q3 2024 in Review

Raymond James & Associates reduced its Esquire Financial Holdings (ESQ) stake by 6.3% in Q3 2024, selling an estimated $26.3K and leaving 6,801 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

Raymond James & Associates first reported a position in ESQ in Q1 2024 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold ESQ as of Q3 2024.

  • Raymond James & Associates held 6,801 shares of Esquire Financial Holdings worth $443K as of Q3 2024.
  • Raymond James & Associates sold 455 Esquire Financial Holdings shares in Q3 2024, an estimated $26.3K.
  • Esquire Financial Holdings made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3179 holding.
  • Raymond James & Associates first reported a position in Esquire Financial Holdings in Q1 2024 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2024.

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