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Raymond James Trust’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Raymond James Trust’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$459K Buy
13,476
+2,514
+23% +$82.3K 0.01% 821
2024
Q2 		$351K Buy
10,962
+3,989
+57% +$124K 0.01% 896
2024
Q1 		$220K Buy
+6,973
New +$209K 0.01% 1142

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James Trust's DUHP Position: Q3 2024 in Review

Raymond James Trust increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 23% in Q3 2024, buying an estimated $82.3K and bringing the position to 13,476 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #821.

Raymond James Trust first reported a position in DUHP in Q1 2024 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Raymond James Trust held 13,476 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $459K as of Q3 2024.
  • Raymond James Trust bought 2,514 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $82.3K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #821 holding.
  • Raymond James Trust first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.