RJT
FINS

Raymond James Trust’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Raymond James Trust’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,384
Closed -$153K – 1323
2024
Q2 		$153K Hold
12,384
– – ﹤0.01% 1210
2024
Q1 		$155K Buy
+12,384
New +$151K ﹤0.01% 1210
2023
Q1 		– Sell
-10,754
Closed -$138K – 1168
2022
Q4 		$138K Sell
10,754
-954
-8% -$12.3K ﹤0.01% 1079
2022
Q3 		$157K Buy
+11,708
New +$167K 0.01% 1011

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Raymond James Trust sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2024, closing a stake of 12,384 shares — an estimated $153K sold.

Raymond James Trust first reported a position in FINS in Q3 2022 and held it in 4 quarters. The position peaked at $157K in Q3 2022. 35 funds tracked by Wall St. Rank hold FINS as of Q3 2024.

  • Raymond James Trust reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2024 after selling out during the quarter.
  • Raymond James Trust sold 12,384 Angel Oak Financial Strategies Income Term Trust shares in Q3 2024, an estimated $153K.
  • Raymond James Trust first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2022 and held it in 4 quarters.
  • Raymond James Trust's Angel Oak Financial Strategies Income Term Trust position peaked at $157K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2024.

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