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Raymond James & Associates’s VanEck Environmental Services ETF EVX Stock Holding History

Raymond James & Associates’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$458K Buy
12,690
+295
+2% +$10.3K ﹤0.01% 3166
2024
Q2 		$423K Buy
12,395
+3,145
+34% +$104K ﹤0.01% 3170
2024
Q1 		$310K Buy
9,250
+260
+3% +$8.06K ﹤0.01% 3360
2023
Q4 		$274K Buy
8,990
+460
+5% +$13.2K ﹤0.01% 3333
2023
Q3 		$244K Buy
8,530
+260
+3% +$8.15K ﹤0.01% 3349
2023
Q2 		$267K Buy
8,270
+130
+2% +$3.83K ﹤0.01% 3325
2023
Q1 		$237K Hold
8,140
– – ﹤0.01% 3401
2022
Q4 		$222K Hold
8,140
– – ﹤0.01% 3395
2022
Q3 		$213K Hold
8,140
– – ﹤0.01% 3409
2022
Q2 		$211K Hold
8,140
– – ﹤0.01% 3475
2022
Q1 		$247K Sell
8,140
-75
-0.9% -$2.12K ﹤0.01% 3544
2021
Q4 		$251K Sell
8,215
-100
-1% -$3.06K ﹤0.01% 3556
2021
Q3 		$238K Hold
8,315
– – ﹤0.01% 3573
2021
Q2 		$235K Buy
+8,315
New +$233K ﹤0.01% 3587

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Raymond James & Associates increased its VanEck Environmental Services ETF (EVX) stake by 2.4% in Q3 2024, buying an estimated $10.3K and bringing the position to 12,690 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Raymond James & Associates first reported a position in EVX in Q2 2021 and has held it in 14 quarters since. 44 funds tracked by Wall St. Rank hold EVX as of Q3 2024.

  • Raymond James & Associates held 12,690 shares of VanEck Environmental Services ETF worth $458K as of Q3 2024.
  • Raymond James & Associates bought 295 VanEck Environmental Services ETF shares in Q3 2024, an estimated $10.3K.
  • VanEck Environmental Services ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3166 holding.
  • Raymond James & Associates first reported a position in VanEck Environmental Services ETF in Q2 2021 and has held it in 14 quarters since.
  • 44 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2024.

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