Raymond James Financial Services Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-79,483	Closed	-$1.01M	–	3547
2024 Q2	$1.01M	Buy	+79,483	New	+$1M	﹤0.01%	2084
2023 Q4	–	Sell	-26,040	Closed	-$284K	–	3409
2023 Q3	$284K	Sell	26,040 -500	-2%	-$5.35K	﹤0.01%	2691
2023 Q2	$272K	Buy	+26,540	New	+$257K	﹤0.01%	2727

Other funds holding SEVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Raymond James Financial Services Advisors sold out of Seven Hills Realty Trust (SEVN) in Q3 2024, closing a stake of 79,483 shares — an estimated $1.01M sold.

Raymond James Financial Services Advisors first reported a position in SEVN in Q2 2023 and held it in 3 quarters. The position peaked at $1.01M in Q2 2024. 53 funds tracked by Wall St. Rank hold SEVN as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Seven Hills Realty Trust position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 79,483 Seven Hills Realty Trust shares in Q3 2024, an estimated $1.01M.
Raymond James Financial Services Advisors first reported a position in Seven Hills Realty Trust in Q2 2023 and held it in 3 quarters.
Raymond James Financial Services Advisors's Seven Hills Realty Trust position peaked at $1.01M in Q2 2024.
53 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2024.

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