RJFSA
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Raymond James Financial Services Advisors’s Amesite AMST Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AMST Stock Details AMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,639
Closed -$3.44K – 3259
2022
Q4 		$3.44K Hold
1,639
– – ﹤0.01% 3228
2022
Q3 		$5K Hold
1,639
– – ﹤0.01% 3229
2022
Q2 		$9K Hold
1,639
– – ﹤0.01% 3208
2022
Q1 		$11K Hold
1,639
– – ﹤0.01% 3285
2021
Q4 		$20K Buy
1,639
+250
+18% +$4.29K ﹤0.01% 3235
2021
Q3 		$30K Buy
+1,389
New +$34.1K ﹤0.01% 3215

Other funds holding AMST

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return

Raymond James Financial Services Advisors's AMST Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Amesite (AMST) in Q1 2023, closing a stake of 1,639 shares — an estimated $3.44K sold.

Raymond James Financial Services Advisors first reported a position in AMST in Q3 2021 and held it in 6 quarters. The position peaked at $30K in Q3 2021. 7 funds tracked by Wall St. Rank hold AMST as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining Amesite position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 1,639 Amesite shares in Q1 2023, an estimated $3.44K.
  • Raymond James Financial Services Advisors first reported a position in Amesite in Q3 2021 and held it in 6 quarters.
  • Raymond James Financial Services Advisors's Amesite position peaked at $30K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Amesite as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.