Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PTIX
Raymond James Financial’s
Performance Technologies
PTIX
Stock Holding History
Raymond James Financial’s Portfolio
PTIX Stock Details
PTIX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-10,001
Closed
-$13K
–
5421
2025
Q4
$13K
Buy
+10,001
New
+$22.6K
﹤0.01%
5117
2025
Q3
–
Sell
-1
Closed
-$4
–
6310
2025
Q2
$4
Buy
+1
New
+$4
﹤0.01%
6962
Other funds holding PTIX
DS
DRW Securities
Chicago, Illinois
$1.84B AUM
20.54%
1-Year Est. Return
FIA
FNY Investment Advisers
New York
$277M AUM
98.95%
1-Year Est. Return
CA
CoreCap Advisors
Southfield, Michigan
$3.39B AUM
31.21%
1-Year Est. Return
UFPG
United Financial Planning Group
Hauppauge, New York
$169M AUM
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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