RJA
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Raymond James & Associates’s Stem STEM Stock Holding History

Raymond James & Associates’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$57K Buy
8,190
+276
+3% +$4.34K ﹤0.01% 3839
2024
Q2 		$176K Buy
7,914
+1,204
+18% +$35.3K ﹤0.01% 3638
2024
Q1 		$294K Buy
6,710
+4,515
+206% +$251K ﹤0.01% 3383
2023
Q4 		$170K Sell
2,195
-3,555
-62% -$245K ﹤0.01% 3553
2023
Q3 		$488K Buy
5,750
+200
+4% +$22.8K ﹤0.01% 2906
2023
Q2 		$635K Buy
5,550
+1,979
+55% +$196K ﹤0.01% 2776
2023
Q1 		$405K Buy
3,571
+2,435
+214% +$413K ﹤0.01% 3043
2022
Q4 		$203K Sell
1,136
-548
-33% -$132K ﹤0.01% 3446
2022
Q3 		$449K Buy
1,684
+469
+39% +$120K ﹤0.01% 2939
2022
Q2 		$174K Sell
1,215
-30
-2% -$4.99K ﹤0.01% 3553
2022
Q1 		$274K Buy
1,245
+675
+118% +$157K ﹤0.01% 3475
2021
Q4 		$216K Sell
570
-405
-42% -$176K ﹤0.01% 3652
2021
Q3 		$466K Buy
975
+440
+82% +$231K ﹤0.01% 3116
2021
Q2 		$385K Buy
+535
New +$291K ﹤0.01% 3259

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Raymond James & Associates increased its Stem (STEM) stake by 3.5% in Q3 2024, buying an estimated $4.34K and bringing the position to 8,190 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #3839.

Raymond James & Associates first reported a position in STEM in Q2 2021 and has held it in 14 quarters since. The position peaked at $635K in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Raymond James & Associates held 8,190 shares of Stem worth $57K as of Q3 2024.
  • Raymond James & Associates bought 276 Stem shares in Q3 2024, an estimated $4.34K.
  • Stem made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3839 holding.
  • Raymond James & Associates first reported a position in Stem in Q2 2021 and has held it in 14 quarters since.
  • Raymond James & Associates's Stem position peaked at $635K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

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