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	23,648 -7,266	-24%	-$589K	﹤0.01%	1652
2024 Q2	$2.15M	Buy	30,914 +3,096	+11%	+$218K	﹤0.01%	1624
2024 Q1	$1.69M	Buy	+27,818	New	+$1.33M	﹤0.01%	1726
2017 Q2	–	Sell	-23,470	Closed	-$212K	–	2553
2017 Q1	$212K	Buy	23,470 +2,920	+14%	+$28.1K	﹤0.01%	2103
2016 Q4	$197K	Sell	20,550 -64,736	-76%	-$577K	﹤0.01%	2071
2016 Q3	$759K	Buy	+85,286	New	+$656K	0.01%	1254

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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 23,648 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 23,648 shares of IES Holdings worth $2.36M as of Q3 2024.
Raymond James Financial Services Advisors sold 7,266 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.