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Raymond James & Associates’s Custom Truck One Source CTOS Stock Holding History

Raymond James & Associates’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$35.2K Sell
10,216
-50
-0.5% -$210 ﹤0.01% 3892
2024
Q2 		$44.7K Buy
+10,266
New +$50K ﹤0.01% 3802

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Raymond James & Associates's CTOS Position: Q3 2024 in Review

Raymond James & Associates reduced its Custom Truck One Source (CTOS) stake by 0.49% in Q3 2024, selling an estimated $210 and leaving 10,216 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Raymond James & Associates first reported a position in CTOS in Q2 2024 and has held it in 2 quarters since. The position peaked at $44.7K in Q2 2024. 121 funds tracked by Wall St. Rank hold CTOS as of Q3 2024.

  • Raymond James & Associates held 10,216 shares of Custom Truck One Source worth $35.2K as of Q3 2024.
  • Raymond James & Associates sold 50 Custom Truck One Source shares in Q3 2024, an estimated $210.
  • Custom Truck One Source made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3892 holding.
  • Raymond James & Associates first reported a position in Custom Truck One Source in Q2 2024 and has held it in 2 quarters since.
  • Raymond James & Associates's Custom Truck One Source position peaked at $44.7K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.