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Raymond James Financial Services Advisors’s Eastern Bankshares EBC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-30,950
Closed -$637K – 3323
2021
Q2 		$637K Sell
30,950
-1,000
-3% -$21.2K ﹤0.01% 2223
2021
Q1 		$616K Buy
31,950
+1,000
+3% +$17.4K ﹤0.01% 2156
2020
Q4 		$505K Buy
+30,950
New +$440K ﹤0.01% 2136

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Raymond James Financial Services Advisors's EBC Position: Q3 2021 in Review

Raymond James Financial Services Advisors sold out of Eastern Bankshares (EBC) in Q3 2021, closing a stake of 30,950 shares — an estimated $637K sold.

Raymond James Financial Services Advisors first reported a position in EBC in Q4 2020 and held it in 3 quarters. The position peaked at $637K in Q2 2021. 175 funds tracked by Wall St. Rank hold EBC as of Q3 2021.

  • Raymond James Financial Services Advisors reported no remaining Eastern Bankshares position as of Q3 2021 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 30,950 Eastern Bankshares shares in Q3 2021, an estimated $637K.
  • Raymond James Financial Services Advisors first reported a position in Eastern Bankshares in Q4 2020 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's Eastern Bankshares position peaked at $637K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.