RJA
PAL

Raymond James & Associates’s Proficient Auto Logistics PAL Stock Holding History

Raymond James & Associates’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$196K Sell
13,850
-6,950
-33% -$126K ﹤0.01% 3650
2024
Q2 		$334K Buy
+20,800
New +$318K ﹤0.01% 3313

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Raymond James & Associates reduced its Proficient Auto Logistics (PAL) stake by 33% in Q3 2024, selling an estimated $126K and leaving 13,850 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

Raymond James & Associates first reported a position in PAL in Q2 2024 and has held it in 2 quarters since. The position peaked at $334K in Q2 2024. 73 funds tracked by Wall St. Rank hold PAL as of Q3 2024.

  • Raymond James & Associates held 13,850 shares of Proficient Auto Logistics worth $196K as of Q3 2024.
  • Raymond James & Associates sold 6,950 Proficient Auto Logistics shares in Q3 2024, an estimated $126K.
  • Proficient Auto Logistics made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3650 holding.
  • Raymond James & Associates first reported a position in Proficient Auto Logistics in Q2 2024 and has held it in 2 quarters since.
  • Raymond James & Associates's Proficient Auto Logistics position peaked at $334K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2024.

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