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Rachel Jacobson

@Raymond James Financial Services Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$75.081BTotal holdings3408
Assets growth rate6.73%Assets growth rate (2-Q avg)5.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Raymond James Financial Services Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3408 positions.

Assets under management

The assets under management (AUM) of Raymond James Financial Services Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 75.081B in assets, with a quarterly growth rate of 6.73% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Rachel Jacobson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$802,661
249,274 shares@ $3.22 avg price
LLYVKLiberty Media Corp Del
Recent Activity
Exited
0%
$788,974
20,616 shares@ $38.27 avg price
TURIshares Inc
Recent Activity
Exited
0%
$768,751
18,295 shares@ $42.02 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$747,884
14,880 shares@ $50.27 avg price
DDSDillards Inc
Recent Activity
Exited
0%
$719,568
1,634 shares@ $440.38 avg price
UFPTUfp Technologies Inc
Recent Activity
Exited
0%
$682,632
2,587 shares@ $263.88 avg price
EWQIshares Inc
Recent Activity
Exited
0%
$649,208
17,184 shares@ $37.78 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$614,260
3,172 shares@ $193.66 avg price
FSDFirst Tr High Income Long
Recent Activity
Exited
0%
$605,323
49,054 shares@ $12.34 avg price
FSMFortuna Mng Corp
Recent Activity
Exited
0%
$599,568
122,611 shares@ $4.9 avg price