Raymond James & Associates
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Raymond James & Associates’s SOAR AI, Inc. SOAR Stock Holding History

Raymond James & Associates’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.92K Hold
400
– – ﹤0.01% 3984
2024
Q2 		$5.85K Hold
400
– – ﹤0.01% 3942
2024
Q1 		$35.5K Hold
400
– – ﹤0.01% 3833
2023
Q4 		$37.8K Buy
+400
New +$95K ﹤0.01% 3732

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Two Sigma Securities
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Callan Family Office
Callan Family Office Radnor, Pennsylvania $5.2B AUM 27.94% 1-Year Est. Return
XTX Topco
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

Raymond James & Associates held its SOAR AI, Inc. (SOAR) position steady in Q3 2024 at 400 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

Raymond James & Associates first reported a position in SOAR in Q4 2023 and has held it in 4 quarters since. The position peaked at $37.8K in Q4 2023. 22 funds tracked by Wall St. Rank hold SOAR as of Q3 2024.

  • Raymond James & Associates held 400 shares of SOAR AI, Inc. worth $3.92K as of Q3 2024.
  • Raymond James & Associates left its SOAR AI, Inc. share count unchanged in Q3 2024.
  • SOAR AI, Inc. made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3984 holding.
  • Raymond James & Associates first reported a position in SOAR AI, Inc. in Q4 2023 and has held it in 4 quarters since.
  • Raymond James & Associates's SOAR AI, Inc. position peaked at $37.8K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held SOAR AI, Inc. as of Q3 2024.

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