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Raymond James Financial Services Advisors’s Polaris PII Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.92M Sell
47,075
-5,944
-11% -$483K 0.01% 1361
2024
Q2 		$4.15M Sell
53,019
-10,257
-16% -$869K 0.01% 1258
2024
Q1 		$6.34M Sell
63,276
-50,006
-44% -$4.59M 0.01% 1012
2023
Q4 		$10.7M Sell
113,282
-29,248
-21% -$2.68M 0.02% 724
2023
Q3 		$14.8M Sell
142,530
-4,111
-3% -$488K 0.03% 546
2023
Q2 		$17.7M Buy
146,641
+1,799
+1% +$199K 0.03% 504
2023
Q1 		$16M Sell
144,842
-6,744
-4% -$747K 0.03% 511
2022
Q4 		$15.3M Sell
151,586
-5,877
-4% -$612K 0.03% 502
2022
Q3 		$15.1M Sell
157,463
-66,473
-30% -$7.45M 0.03% 469
2022
Q2 		$22.2M Buy
223,936
+2,248
+1% +$233K 0.05% 378
2022
Q1 		$23.3M Buy
221,688
+8,044
+4% +$917K 0.04% 399
2021
Q4 		$23.5M Buy
213,644
+19,702
+10% +$2.32M 0.04% 393
2021
Q3 		$23.2M Sell
193,942
-29,956
-13% -$3.81M 0.05% 384
2021
Q2 		$30.7M Sell
223,898
-8,734
-4% -$1.18M 0.06% 307
2021
Q1 		$31.1M Sell
232,632
-4,366
-2% -$532K 0.07% 283
2020
Q4 		$22.6M Sell
236,998
-64,927
-22% -$6.21M 0.06% 325
2020
Q3 		$28.5M Buy
301,925
+101,308
+50% +$9.98M 0.08% 246
2020
Q2 		$18.6M Buy
200,617
+2,722
+1% +$207K 0.06% 312
2020
Q1 		$9.53M Buy
197,895
+10,584
+6% +$868K 0.04% 382
2019
Q4 		$19.1M Buy
187,311
+108,029
+136% +$10.5M 0.06% 327
2019
Q3 		$6.98M Buy
79,282
+4,957
+7% +$430K 0.03% 575
2019
Q2 		$6.78M Buy
74,325
+11,445
+18% +$1.04M 0.03% 569
2019
Q1 		$5.31M Buy
62,880
+5,385
+9% +$457K 0.02% 632
2018
Q4 		$4.41M Buy
57,495
+144
+0.3% +$12.9K 0.02% 584
2018
Q3 		$5.79M Buy
57,351
+2,366
+4% +$264K 0.03% 596
2018
Q2 		$6.72M Sell
54,985
-373
-0.7% -$43.6K 0.03% 499
2018
Q1 		$6.34M Sell
55,358
-1,899
-3% -$228K 0.04% 470
2017
Q4 		$7.1M Buy
57,257
+9,603
+20% +$1.14M 0.04% 419
2017
Q3 		$4.99M Sell
47,654
-5,712
-11% -$541K 0.03% 518
2017
Q2 		$4.92M Buy
53,366
+5,779
+12% +$496K 0.03% 522
2017
Q1 		$3.99M Buy
47,587
+3,311
+7% +$285K 0.03% 557
2016
Q4 		$3.65M Sell
44,276
-1,170
-3% -$95.4K 0.03% 540
2016
Q3 		$3.52M Sell
45,446
-3,343
-7% -$290K 0.03% 536
2016
Q2 		$3.99M Buy
48,789
+8,783
+22% +$778K 0.04% 473
2016
Q1 		$3.94M Sell
40,006
-6,643
-14% -$576K 0.05% 401
2015
Q4 		$4.01M Sell
46,649
-4,346
-9% -$461K 0.05% 423
2015
Q3 		$6.11M Buy
50,995
+24,252
+91% +$3.29M 0.1% 240
2015
Q2 		$3.96M Buy
26,743
+7,389
+38% +$1.06M 0.28% 88
2015
Q1 		$2.73M Buy
19,354
+201
+1% +$29.6K 0.13% 189
2014
Q4 		$2.9M Sell
19,153
-481
-2% -$72.1K 0.15% 172
2014
Q3 		$2.94M Buy
19,634
+332
+2% +$48K 0.16% 155
2014
Q2 		$2.51M Buy
19,302
+416
+2% +$55.1K 0.15% 173
2014
Q1 		$2.64M Buy
18,886
+111
+0.6% +$15K 0.16% 165
2013
Q4 		$2.73M Buy
+18,775
New +$2.51M 0.17% 158

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its Polaris (PII) stake by 11% in Q3 2024, selling an estimated $483K and leaving 47,075 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #1361.

Raymond James Financial Services Advisors first reported a position in PII in Q4 2013 and has held it in 44 quarters since. The position peaked at $31.1M in Q1 2021. 439 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • Raymond James Financial Services Advisors held 47,075 shares of Polaris worth $3.92M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,944 Polaris shares in Q3 2024, an estimated $483K.
  • Polaris made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1361 holding.
  • Raymond James Financial Services Advisors first reported a position in Polaris in Q4 2013 and has held it in 44 quarters since.
  • Raymond James Financial Services Advisors's Polaris position peaked at $31.1M in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

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