Raymond James Financial Services Advisors’s Credit Suisse Group CS Stock Holding History

Raymond James Financial Services Advisors’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
2022 Q2	–	Sell	-11,000	Closed	-$1K	–	3465
2022 Q1	$1K	Hold	11,000	–	–	﹤0.01%	3323
2021 Q4	$1K	Buy	+11,000	New	+$110K	﹤0.01%	3311
2021 Q3	–	Sell	-11,000	Closed	-$2K	–	3442
2021 Q2	$2K	Buy	+11,000	New	+$117K	﹤0.01%	3295

Other funds holding CS

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 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.