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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 $2.05B AUM 4.29% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James & Associates's ROOT Position: Q2 2024 in Review

Raymond James & Associates sold out of Root (ROOT) in Q2 2024, closing a stake of 3,937 shares — an estimated $240K sold.

Raymond James & Associates first reported a position in ROOT in Q2 2021 and held it in 6 quarters. The position peaked at $1.32M in Q3 2023. 99 funds tracked by Wall St. Rank hold ROOT as of Q2 2024.

  • Raymond James & Associates reported no remaining Root position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 3,937 Root shares in Q2 2024, an estimated $240K.
  • Raymond James & Associates first reported a position in Root in Q2 2021 and held it in 6 quarters.
  • Raymond James & Associates's Root position peaked at $1.32M in Q3 2023.
  • 99 funds tracked by Wall St. Rank held Root as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.