RJA
CS

Raymond James & Associates’s Credit Suisse Group CS Stock Holding History

Raymond James & Associates’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-63,500
Closed -$44K – 3456
2017
Q1 		$44K Buy
+63,500
New +$969K ﹤0.01% 3152

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Raymond James & Associates's CS Position: Q2 2023 in Review

Raymond James & Associates sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 71,611 shares — an estimated $63.7K sold.

Raymond James & Associates first reported a position in CS in Q2 2013 and held it in 39 quarters. The position peaked at $10.7M in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Raymond James & Associates reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Raymond James & Associates sold 71,611 Credit Suisse Group shares in Q2 2023, an estimated $63.7K.
  • Raymond James & Associates first reported a position in Credit Suisse Group in Q2 2013 and held it in 39 quarters.
  • Raymond James & Associates's Credit Suisse Group position peaked at $10.7M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Raymond James & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.