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RAFFA WEALTH MANAGEMENT, LLC’s Patria Investments PAX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-131
Closed -$1.46K – 1132
2024
Q3 		$1.46K Hold
131
– – ﹤0.01% 720
2024
Q2 		$1.58K Hold
131
– – ﹤0.01% 775
2024
Q1 		$1.94K Hold
131
– – ﹤0.01% 719
2023
Q4 		$2.03K Hold
131
– – ﹤0.01% 610
2023
Q3 		$1.91K Hold
131
– – ﹤0.01% 600
2023
Q2 		$1.87K Buy
+131
New +$1.95K ﹤0.01% 625

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PAX Position: Q4 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Patria Investments (PAX) in Q4 2024, closing a stake of 131 shares — an estimated $1.46K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PAX in Q2 2023 and held it in 6 quarters. The position peaked at $2.03K in Q4 2023. 133 funds tracked by Wall St. Rank hold PAX as of Q4 2024.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Patria Investments position as of Q4 2024 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 131 Patria Investments shares in Q4 2024, an estimated $1.46K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Patria Investments in Q2 2023 and held it in 6 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Patria Investments position peaked at $2.03K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held Patria Investments as of Q4 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2024, filed 27 Jul 2026.