Raymond James Financial Services Advisors’s Iveda Solutions IVDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,875	Closed	-$111K	–	3436
2023 Q4	$111K	Hold	21,875	–	–	﹤0.01%	3116
2023 Q3	$150K	Hold	21,875	–	–	﹤0.01%	3002
2023 Q2	$191K	Buy	21,875 +6,250	+40%	+$63.1K	﹤0.01%	2946
2023 Q1	$166K	Buy	+15,625	New	+$146K	﹤0.01%	2963

Other funds holding IVDA

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Raymond James Financial Services Advisors's IVDA Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Iveda Solutions (IVDA) in Q1 2024, closing a stake of 21,875 shares — an estimated $111K sold.

Raymond James Financial Services Advisors first reported a position in IVDA in Q1 2023 and held it in 4 quarters. The position peaked at $191K in Q2 2023. 13 funds tracked by Wall St. Rank hold IVDA as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining Iveda Solutions position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 21,875 Iveda Solutions shares in Q1 2024, an estimated $111K.
Raymond James Financial Services Advisors first reported a position in Iveda Solutions in Q1 2023 and held it in 4 quarters.
Raymond James Financial Services Advisors's Iveda Solutions position peaked at $191K in Q2 2023.
13 funds tracked by Wall St. Rank held Iveda Solutions as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.