Raymond James Financial Services Advisors’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$383K	Buy	4,756 +99	+2%	+$8.04K	﹤0.01%	2798
2024 Q2	$356K	Buy	+4,657	New	+$349K	﹤0.01%	2771
2023 Q2	–	Sell	-4,115	Closed	-$232K	–	3343
2023 Q1	$232K	Buy	+4,115	New	+$243K	﹤0.01%	2807
2022 Q1	–	Sell	-4,810	Closed	-$295K	–	3445
2021 Q4	$295K	Sell	4,810 -2,132	-31%	-$143K	﹤0.01%	2718
2021 Q3	$428K	Buy	+6,942	New	+$424K	﹤0.01%	2470
2015 Q2	–	Sell	-21,431	Closed	-$534K	–	754
2015 Q1	$534K	Sell	21,431 -399	-2%	-$10.2K	0.03%	446
2014 Q4	$587K	Hold	21,830	–	–	0.03%	438
2014 Q3	$489K	Buy	21,830 +1	+0%	+$24	0.03%	462
2014 Q2	$538K	Sell	21,829 -400	-2%	-$9.53K	0.03%	413
2014 Q1	$536K	Sell	22,229 -249	-1%	-$5.71K	0.03%	427
2013 Q4	$515K	Sell	22,478 -1,149	-5%	-$23.5K	0.03%	413
2013 Q3	$477K	Sell	23,627 -2,540	-10%	-$49.1K	0.03%	406
2013 Q2	$503K	Buy	+26,167	New	+$529K	0.01%	859

Other funds holding RBA

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its RB Global (RBA) stake by 2.1% in Q3 2024, buying an estimated $8.04K and bringing the position to 4,756 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Raymond James Financial Services Advisors first reported a position in RBA in Q2 2013 and has held it in 13 quarters since. The position peaked at $587K in Q4 2014. 446 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

Raymond James Financial Services Advisors held 4,756 shares of RB Global worth $383K as of Q3 2024.
Raymond James Financial Services Advisors bought 99 RB Global shares in Q3 2024, an estimated $8.04K.
RB Global made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2798 holding.
Raymond James Financial Services Advisors first reported a position in RB Global in Q2 2013 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's RB Global position peaked at $587K in Q4 2014.
446 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

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