Raymond James Financial Services Advisors’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$216K	Sell	678 -1,694	-71%	-$526K	﹤0.01%	3149
2024 Q2	$702K	Buy	2,372 +270	+13%	+$79.9K	﹤0.01%	2306
2024 Q1	$648K	Sell	2,102 -5,518	-72%	-$1.59M	﹤0.01%	2331
2023 Q4	$2.18M	Buy	+7,620	New	+$1.99M	﹤0.01%	1526
2020 Q4	–	Sell	-9,584	Closed	-$1.54M	–	3036
2020 Q3	$1.54M	Buy	+9,584	New	+$1.51M	﹤0.01%	1294

Other funds holding MORN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors reduced its Morningstar (MORN) stake by 71% in Q3 2024, selling an estimated $526K and leaving 678 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Raymond James Financial Services Advisors first reported a position in MORN in Q3 2020 and has held it in 5 quarters since. The position peaked at $2.18M in Q4 2023. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

Raymond James Financial Services Advisors held 678 shares of Morningstar worth $216K as of Q3 2024.
Raymond James Financial Services Advisors sold 1,694 Morningstar shares in Q3 2024, an estimated $526K.
Morningstar made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3149 holding.
Raymond James Financial Services Advisors first reported a position in Morningstar in Q3 2020 and has held it in 5 quarters since.
Raymond James Financial Services Advisors's Morningstar position peaked at $2.18M in Q4 2023.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

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