RJT
SYFI

Raymond James Trust’s AB Short Duration High Yield ETF SYFI Stock Holding History

Raymond James Trust’s Portfolio SYFI Stock Details SYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$535K Buy
14,879
+1,545
+12% +$54.8K 0.01% 743
2024
Q2 		$468K Buy
+13,334
New +$468K 0.01% 754

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Raymond James Trust increased its AB Short Duration High Yield ETF (SYFI) stake by 12% in Q3 2024, buying an estimated $54.8K and bringing the position to 14,879 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #743.

Raymond James Trust first reported a position in SYFI in Q2 2024 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold SYFI as of Q3 2024.

  • Raymond James Trust held 14,879 shares of AB Short Duration High Yield ETF worth $535K as of Q3 2024.
  • Raymond James Trust bought 1,545 AB Short Duration High Yield ETF shares in Q3 2024, an estimated $54.8K.
  • AB Short Duration High Yield ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #743 holding.
  • Raymond James Trust first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q3 2024.

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