RJA
STEM icon

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 		$40.5K Hold
2,025
– – ﹤0.01% 3878
2024
Q2 		$40.5K Buy
+2,025
New +$59.3K ﹤0.01% 3816
2023
Q3 		– Sell
-10
Closed -$1.5K – 3933
2023
Q2 		$1.5K Hold
10
– – ﹤0.01% 3828
2023
Q1 		$1.5K Sell
10
-860
-99% -$146K ﹤0.01% 3866
2022
Q4 		$870 Sell
870
-50
-5% -$12K ﹤0.01% 3906
2022
Q3 		$31K Sell
920
-2,570
-74% -$657K ﹤0.01% 3758
2022
Q2 		$4K Buy
3,490
+1,215
+53% +$202K ﹤0.01% 3985
2022
Q1 		$20K Buy
2,275
+515
+29% +$120K ﹤0.01% 4008
2021
Q4 		$118K Buy
+1,760
New +$763K ﹤0.01% 3839

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.