RJFSA
LFT

Raymond James Financial Services Advisors’s Lument Finance Trust LFT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$36.5K Buy
+14,421
New +$36.4K ﹤0.01% 3375
2022
Q1 		– Sell
-18,260
Closed -$70K – 3405
2021
Q4 		$70K Buy
+18,260
New +$71.3K ﹤0.01% 3155

Other funds holding LFT

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Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Raymond James Financial Services Advisors opened a new position in Lument Finance Trust (LFT) in Q3 2024: 14,421 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #3375 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in LFT as recently as Q4 2021.

Raymond James Financial Services Advisors first reported a position in LFT in Q4 2021 and has held it in 2 quarters since. The position peaked at $70K in Q4 2021. 48 funds tracked by Wall St. Rank hold LFT as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,421 shares of Lument Finance Trust worth $36.5K as of Q3 2024.
  • Lument Finance Trust was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Lument Finance Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3375 holding.
  • Raymond James Financial Services Advisors first reported a position in Lument Finance Trust in Q4 2021 and has held it in 2 quarters since.
  • Raymond James Financial Services Advisors's Lument Finance Trust position peaked at $70K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Lument Finance Trust as of Q3 2024.

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