RJFSA
SERV

Raymond James Financial Services Advisors’s Serve Robotics SERV Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-91,991
Closed -$179K – 3573
2024
Q2 		$179K Buy
+91,991
New +$247K ﹤0.01% 3151

Other funds holding SERV

NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

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

Raymond James Financial Services Advisors sold out of Serve Robotics (SERV) in Q3 2024, closing a stake of 91,991 shares — an estimated $179K sold.

Raymond James Financial Services Advisors first reported a position in SERV in Q2 2024 and held it in 1 quarter. The position peaked at $179K in Q2 2024. 54 funds tracked by Wall St. Rank hold SERV as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining Serve Robotics position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 91,991 Serve Robotics shares in Q3 2024, an estimated $179K.
  • Raymond James Financial Services Advisors first reported a position in Serve Robotics in Q2 2024 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Serve Robotics position peaked at $179K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2024.

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