RJA
ROOT icon

Raymond James & Associates’s Root ROOT Stock Holding History

Raymond James & Associates’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,937
Closed -$240K – 4066
2024
Q1 		$240K Sell
3,937
-48,779
-93% -$1.15M ﹤0.01% 3511
2023
Q4 		$552K Sell
52,716
-85,603
-62% -$849K ﹤0.01% 2902
2023
Q3 		$1.32M Buy
+138,319
New +$1.43M ﹤0.01% 2279
2022
Q2 		– Sell
-616
Closed -$22K – 4192
2022
Q1 		$22K Buy
+616
New +$22.2K ﹤0.01% 3993
2021
Q4 		– Sell
-939
Closed -$89K – 4261
2021
Q3 		$89K Sell
939
-1,022
-52% -$127K ﹤0.01% 3851
2021
Q2 		$382K Buy
+1,961
New +$371K ﹤0.01% 3268

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return