Raymond James Financial Services Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,000	Closed	-$125K	–	3341
2021 Q4	$125K	Buy	+12,000	New	+$3.44M	﹤0.01%	3086
2020 Q1	–	Sell	-11,500	Closed	-$1K	–	2453
2019 Q4	$1K	Sell	11,500 -200	-2%	-$43.4K	﹤0.01%	2845
2019 Q3	$4K	Hold	11,700	–	–	﹤0.01%	2794
2019 Q2	$24K	Hold	11,700	–	–	﹤0.01%	2778
2019 Q1	$32K	Buy	+11,700	New	+$2.36M	﹤0.01%	2729

Other funds holding BRK.B

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Raymond James Financial Services Advisors's BRK.B Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.55% in Q3 2024, selling an estimated $3.32M and leaving 1,355,588 shares worth $624M. The position accounts for 0.83% of the portfolio, ranked #14.

Raymond James Financial Services Advisors first reported a position in BRK.B in Q2 2013 and has held it in 45 quarters since. 4,110 funds tracked by Wall St. Rank hold BRK.B as of Q3 2024.

Raymond James Financial Services Advisors held 1,355,588 shares of Berkshire Hathaway Class B worth $624M as of Q3 2024.
Raymond James Financial Services Advisors sold 7,518 Berkshire Hathaway Class B shares in Q3 2024, an estimated $3.32M.
Berkshire Hathaway Class B made up 0.83% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #14 holding.
Raymond James Financial Services Advisors first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 45 quarters since.
4,110 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.