Raymond James Financial Services Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-213,506
| Closed | -$190K | – | 3402 |
|
|
2023
Q1 | $190K | Buy |
213,506
+95,693
| +81% | +$267K | ﹤0.01% | 2927 |
|
|
2022
Q4 | $358K | Buy |
117,813
+23,352
| +25% | +$90.9K | ﹤0.01% | 2469 |
|
|
2022
Q3 | $370K | Buy |
94,461
+21,795
| +30% | +$115K | ﹤0.01% | 2445 |
|
|
2022
Q2 | $412K | Buy |
72,666
+32,044
| +79% | +$217K | ﹤0.01% | 2403 |
|
|
2022
Q1 | $319K | Buy |
40,622
+2,956
| +8% | +$26.2K | ﹤0.01% | 2673 |
|
|
2021
Q4 | $363K | Sell |
37,666
-1,046
| -3% | -$10.5K | ﹤0.01% | 2577 |
|
|
2021
Q3 | $382K | Sell |
38,712
-4,282
| -10% | -$43.8K | ﹤0.01% | 2537 |
|
|
2021
Q2 | $451K | Buy |
42,994
+7,393
| +21% | +$78.5K | ﹤0.01% | 2436 |
|
|
2021
Q1 | $377K | Buy |
35,601
+1,530
| +4% | +$20.7K | ﹤0.01% | 2477 |
|
|
2020
Q4 | $436K | Sell |
34,071
-6,418
| -16% | -$74.4K | ﹤0.01% | 2228 |
|
|
2020
Q3 | $404K | Sell |
40,489
-17,493
| -30% | -$187K | ﹤0.01% | 2113 |
|
|
2020
Q2 | $598K | Sell |
57,982
-2,202
| -4% | -$19.8K | ﹤0.01% | 1799 |
|
|
2020
Q1 | $487K | Sell |
60,184
-3,259
| -5% | -$37.9K | ﹤0.01% | 1568 |
|
|
2019
Q4 | $853K | Sell |
63,443
-19,732
| -24% | -$252K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $1.02M | Buy |
83,175
+326
| +0.4% | +$3.92K | ﹤0.01% | 1471 |
|
|
2019
Q2 | $992K | Sell |
82,849
-4,105
| -5% | -$50K | ﹤0.01% | 1506 |
|
|
2019
Q1 | $1.01M | Sell |
86,954
-3,930
| -4% | -$46.9K | ﹤0.01% | 1441 |
|
|
2018
Q4 | $987K | Sell |
90,884
-18,579
| -17% | -$230K | 0.01% | 1278 |
|
|
2018
Q3 | $1.64M | Sell |
109,463
-1,014
| -0.9% | -$15.5K | 0.01% | 1192 |
|
|
2018
Q2 | $1.64M | Sell |
110,477
-54,368
| -33% | -$876K | 0.01% | 1128 |
|
|
2018
Q1 | $2.77M | Buy |
164,845
+92,090
| +127% | +$1.69M | 0.02% | 798 |
|
|
2017
Q4 | $1.3M | Buy |
72,755
+45,557
| +168% | +$753K | 0.01% | 1141 |
|
|
2017
Q3 | $430K | Buy |
27,198
+1,308
| +5% | +$19.9K | ﹤0.01% | 1810 |
|
|
2017
Q2 | $378K | Sell |
25,890
-422
| -2% | -$6.09K | ﹤0.01% | 1849 |
|
|
2017
Q1 | $390K | Sell |
26,312
-382
| -1% | -$5.83K | ﹤0.01% | 1723 |
|
|
2016
Q4 | $382K | Buy |
+26,694
| New | +$374K | ﹤0.01% | 1678 |
|
|
2016
Q2 | – | Sell |
-15,016
| Closed | -$212K | – | 2345 |
|
|
2016
Q1 | $212K | Sell |
15,016
-7,237
| -33% | -$115K | ﹤0.01% | 1732 |
|
|
2015
Q4 | $483K | Buy |
22,253
+2,666
| +14% | +$62.2K | 0.01% | 1215 |
|
|
2015
Q3 | $471K | Buy |
+19,587
| New | +$538K | 0.01% | 1083 |
|
Other funds holding CS
Raymond James Financial Services Advisors's CS Position: Q2 2023 in Review
Raymond James Financial Services Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 213,506 shares — an estimated $190K sold.
Raymond James Financial Services Advisors first reported a position in CS in Q3 2015 and held it in 29 quarters. The position peaked at $2.77M in Q1 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.
- Raymond James Financial Services Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
- Raymond James Financial Services Advisors sold 213,506 Credit Suisse Group shares in Q2 2023, an estimated $190K.
- Raymond James Financial Services Advisors first reported a position in Credit Suisse Group in Q3 2015 and held it in 29 quarters.
- Raymond James Financial Services Advisors's Credit Suisse Group position peaked at $2.77M in Q1 2018.
- 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.
Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.