Raymond James Financial Services Advisors’s ZipRecruiter ZIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,449	Closed	-$239K	–	3359
2023 Q2	$239K	Sell	13,449 -7,953	-37%	-$131K	﹤0.01%	2812
2023 Q1	$341K	Sell	21,402 -39,073	-65%	-$706K	﹤0.01%	2565
2022 Q4	$993K	Sell	60,475 -5,768	-9%	-$95.7K	﹤0.01%	1847
2022 Q3	$1.09M	Buy	66,243 +988	+2%	+$17.2K	﹤0.01%	1758
2022 Q2	$967K	Sell	65,255 -5,409	-8%	-$107K	﹤0.01%	1861
2022 Q1	$1.62M	Sell	70,664 -14,642	-17%	-$318K	﹤0.01%	1639
2021 Q4	$2.13M	Sell	85,306 -5,917	-6%	-$162K	﹤0.01%	1500
2021 Q3	$2.52M	Buy	91,223 +19,956	+28%	+$516K	0.01%	1355
2021 Q2	$1.78M	Buy	+71,267	New	+$1.61M	﹤0.01%	1542

Other funds holding ZIP

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

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

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

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

Raymond James Financial Services Advisors's ZIP Position: Q3 2023 in Review

Raymond James Financial Services Advisors sold out of ZipRecruiter (ZIP) in Q3 2023, closing a stake of 13,449 shares — an estimated $239K sold.

Raymond James Financial Services Advisors first reported a position in ZIP in Q2 2021 and held it in 9 quarters. The position peaked at $2.52M in Q3 2021. 146 funds tracked by Wall St. Rank hold ZIP as of Q3 2023.

Raymond James Financial Services Advisors reported no remaining ZipRecruiter position as of Q3 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 13,449 ZipRecruiter shares in Q3 2023, an estimated $239K.
Raymond James Financial Services Advisors first reported a position in ZipRecruiter in Q2 2021 and held it in 9 quarters.
Raymond James Financial Services Advisors's ZipRecruiter position peaked at $2.52M in Q3 2021.
146 funds tracked by Wall St. Rank held ZipRecruiter as of Q3 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.