RJA
SRI icon

Raymond James & Associates’s Stoneridge SRI Stock Holding History

Raymond James & Associates’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,141
Closed -$302K – 3964
2023
Q1 		$302K Buy
16,141
+2,073
+15% +$44.5K ﹤0.01% 3239
2022
Q4 		$303K Buy
14,068
+1,565
+13% +$33.5K ﹤0.01% 3207
2022
Q3 		$212K Buy
12,503
+1,534
+14% +$28.8K ﹤0.01% 3413
2022
Q2 		$188K Sell
10,969
-2,690
-20% -$51.1K ﹤0.01% 3527
2022
Q1 		$284K Buy
+13,659
New +$251K ﹤0.01% 3448
2018
Q4 		– Sell
-13,012
Closed -$387K – 3682
2018
Q3 		$387K Sell
13,012
-12,292
-49% -$390K ﹤0.01% 2876
2018
Q2 		$889K Buy
+25,304
New +$769K ﹤0.01% 2296

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return