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Raymond James & Associates’s Ibotta IBTA Stock Holding History

Raymond James & Associates’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.14M Buy
34,766
+26,053
+299% +$1.58M ﹤0.01% 2184
2024
Q2 		$655K Buy
+8,713
New +$812K ﹤0.01% 2895

Other funds holding IBTA

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

Raymond James & Associates increased its Ibotta (IBTA) stake by 299% in Q3 2024, buying an estimated $1.58M and bringing the position to 34,766 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Raymond James & Associates first reported a position in IBTA in Q2 2024 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold IBTA as of Q3 2024.

  • Raymond James & Associates held 34,766 shares of Ibotta worth $2.14M as of Q3 2024.
  • Raymond James & Associates bought 26,053 Ibotta shares in Q3 2024, an estimated $1.58M.
  • Ibotta made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2184 holding.
  • Raymond James & Associates first reported a position in Ibotta in Q2 2024 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Ibotta as of Q3 2024.

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