Raymond James Financial Services Advisors’s Root ROOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.02M	Buy	26,963 +2,409	+10%	+$124K	﹤0.01%	2158
2024 Q2	$1.27M	Sell	24,554 -841	-3%	-$48.7K	﹤0.01%	1938
2024 Q1	$1.55M	Sell	25,395 -8,987	-26%	-$212K	﹤0.01%	1782
2023 Q4	$360K	Buy	34,382 +9,390	+38%	+$93.2K	﹤0.01%	2623
2023 Q3	$238K	Buy	24,992 +14,913	+148%	+$155K	﹤0.01%	2813
2023 Q2	$90.1K	Buy	+10,079	New	+$55.7K	﹤0.01%	3078

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

SCM

SVB Capital Management Menlo Park, California $7.41M AUM 54.05% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its Root (ROOT) stake by 9.8% in Q3 2024, buying an estimated $124K and bringing the position to 26,963 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Raymond James Financial Services Advisors first reported a position in ROOT in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2024. 103 funds tracked by Wall St. Rank hold ROOT as of Q3 2024.

Raymond James Financial Services Advisors held 26,963 shares of Root worth $1.02M as of Q3 2024.
Raymond James Financial Services Advisors bought 2,409 Root shares in Q3 2024, an estimated $124K.
Root made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2158 holding.
Raymond James Financial Services Advisors first reported a position in Root in Q2 2023 and has held it in 6 quarters since.
Raymond James Financial Services Advisors's Root position peaked at $1.55M in Q1 2024.
103 funds tracked by Wall St. Rank held Root as of Q3 2024.

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