RJFSA
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Raymond James Financial Services Advisors’s IES Holdings IESC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.36M Sell
11,824
-3,633
-24% -$589K ﹤0.01% 1652
2024
Q2 		$2.15M Buy
15,457
+1,548
+11% +$218K ﹤0.01% 1624
2024
Q1 		$1.69M Buy
+13,909
New +$1.33M ﹤0.01% 1726
2017
Q2 		– Sell
-11,735
Closed -$212K – 2553
2017
Q1 		$212K Buy
11,735
+1,460
+14% +$28.1K ﹤0.01% 2103
2016
Q4 		$197K Sell
10,275
-32,368
-76% -$577K ﹤0.01% 2071
2016
Q3 		$759K Buy
+42,643
New +$656K 0.01% 1254

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Raymond James Financial Services Advisors's IESC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its IES Holdings (IESC) stake by 24% in Q3 2024, selling an estimated $589K and leaving 11,824 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Raymond James Financial Services Advisors first reported a position in IESC in Q3 2016 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold IESC as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,824 shares of IES Holdings worth $2.36M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 3,633 IES Holdings shares in Q3 2024, an estimated $589K.
  • IES Holdings made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1652 holding.
  • Raymond James Financial Services Advisors first reported a position in IES Holdings in Q3 2016 and has held it in 6 quarters since.
  • 238 funds tracked by Wall St. Rank held IES Holdings as of Q3 2024.

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