RJT
SW

Raymond James Trust’s Smurfit Westrock SW Stock Holding History

Raymond James Trust’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$612K Buy
+12,385
New +$563K 0.01% 686

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Trust opened a new position in Smurfit Westrock (SW) in Q3 2024: 12,385 shares worth $612K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

502 funds tracked by Wall St. Rank hold SW as of Q3 2024.

  • Raymond James Trust held 12,385 shares of Smurfit Westrock worth $612K as of Q3 2024.
  • Smurfit Westrock was a new Raymond James Trust position in Q3 2024.
  • Smurfit Westrock made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #686 holding.
  • 502 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2024.

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