Raymond James Financial Services Advisors’s Amerant Bancorp AMTB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AMTB Stock Details AMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-31,709	Closed	-$851K	–	3260
2022 Q4	$851K	Buy	+31,709	New	+$890K	﹤0.01%	1942
2020 Q1	–	Sell	-10,000	Closed	-$218K	–	2429
2019 Q4	$218K	Hold	10,000	–	–	﹤0.01%	2521
2019 Q3	$210K	Buy	+10,000	New	+$183K	﹤0.01%	2464
2019 Q1	–	Sell	-15,000	Closed	-$195K	–	2799
2018 Q4	$195K	Buy	+15,000	New	+$310K	﹤0.01%	2271

Other funds holding AMTB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PCC

Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Raymond James Financial Services Advisors's AMTB Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Amerant Bancorp (AMTB) in Q1 2023, closing a stake of 31,709 shares — an estimated $851K sold.

Raymond James Financial Services Advisors first reported a position in AMTB in Q4 2018 and held it in 4 quarters. The position peaked at $851K in Q4 2022. 89 funds tracked by Wall St. Rank hold AMTB as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining Amerant Bancorp position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 31,709 Amerant Bancorp shares in Q1 2023, an estimated $851K.
Raymond James Financial Services Advisors first reported a position in Amerant Bancorp in Q4 2018 and held it in 4 quarters.
Raymond James Financial Services Advisors's Amerant Bancorp position peaked at $851K in Q4 2022.
89 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.