Raymond James & Associates’s SelectQuote SLQT Stock Holding History

Raymond James & Associates’s Portfolio SLQT Stock Details SLQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$56.4K	Hold	26,000	–	–	﹤0.01%	3840
2024 Q2	$71.8K	Hold	26,000	–	–	﹤0.01%	3764
2024 Q1	$52K	Hold	26,000	–	–	﹤0.01%	3799
2023 Q4	$35.6K	Hold	26,000	–	–	﹤0.01%	3737
2023 Q3	$30.4K	Hold	26,000	–	–	﹤0.01%	3705
2023 Q2	$50.7K	Buy	+26,000	New	+$43.8K	﹤0.01%	3706
2021 Q4	–	Sell	-75,866	Closed	-$981K	–	4273
2021 Q3	$981K	Buy	75,866 +8,620	+13%	+$130K	﹤0.01%	2598
2021 Q2	$1.29M	Buy	67,246 +10,490	+18%	+$262K	﹤0.01%	2414
2021 Q1	$1.68M	Buy	56,756 +18,066	+47%	+$474K	﹤0.01%	2140
2020 Q4	$803K	Buy	38,690 +7,863	+26%	+$161K	﹤0.01%	2482
2020 Q3	$624K	Buy	+30,827	New	+$642K	﹤0.01%	2476

Other funds holding SLQT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Raymond James & Associates held its SelectQuote (SLQT) position steady in Q3 2024 at 26,000 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Raymond James & Associates first reported a position in SLQT in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.68M in Q1 2021. 136 funds tracked by Wall St. Rank hold SLQT as of Q3 2024.

Raymond James & Associates held 26,000 shares of SelectQuote worth $56.4K as of Q3 2024.
Raymond James & Associates left its SelectQuote share count unchanged in Q3 2024.
SelectQuote made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3840 holding.
Raymond James & Associates first reported a position in SelectQuote in Q3 2020 and has held it in 11 quarters since.
Raymond James & Associates's SelectQuote position peaked at $1.68M in Q1 2021.
136 funds tracked by Wall St. Rank held SelectQuote as of Q3 2024.

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