RJA
CISO

Raymond James & Associates’s CISO Global CISO Stock Holding History

Raymond James & Associates’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,395
Closed -$14.3K – 3937
2023
Q4 		$14.3K Hold
9,395
– – ﹤0.01% 3785
2023
Q3 		$19.7K Buy
9,395
+667
+8% +$1.76K ﹤0.01% 3737
2023
Q2 		$23.3K Buy
+8,728
New +$29.1K ﹤0.01% 3768

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates's CISO Position: Q1 2024 in Review

Raymond James & Associates sold out of CISO Global (CISO) in Q1 2024, closing a stake of 9,395 shares — an estimated $14.3K sold.

Raymond James & Associates first reported a position in CISO in Q2 2023 and held it in 3 quarters. The position peaked at $23.3K in Q2 2023. 16 funds tracked by Wall St. Rank hold CISO as of Q1 2024.

  • Raymond James & Associates reported no remaining CISO Global position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 9,395 CISO Global shares in Q1 2024, an estimated $14.3K.
  • Raymond James & Associates first reported a position in CISO Global in Q2 2023 and held it in 3 quarters.
  • Raymond James & Associates's CISO Global position peaked at $23.3K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held CISO Global as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.