Raymond James Financial Services Advisors’s Customers Bancorp CUBI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio CUBI Stock Details CUBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.14M	Sell	24,454 -36,619	-60%	-$1.91M	﹤0.01%	2083
2024 Q2	$2.93M	Sell	61,073 -7,722	-11%	-$364K	﹤0.01%	1453
2024 Q1	$3.65M	Buy	68,795 +19,712	+40%	+$1.04M	0.01%	1318
2023 Q4	$2.83M	Buy	49,083 +40,287	+458%	+$1.75M	﹤0.01%	1383
2023 Q3	$303K	Buy	8,796 +1,125	+15%	+$40.7K	﹤0.01%	2644
2023 Q2	$232K	Buy	+7,671	New	+$172K	﹤0.01%	2825

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial Services Advisors's CUBI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Customers Bancorp (CUBI) stake by 60% in Q3 2024, selling an estimated $1.91M and leaving 24,454 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Raymond James Financial Services Advisors first reported a position in CUBI in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.65M in Q1 2024. 240 funds tracked by Wall St. Rank hold CUBI as of Q3 2024.

Raymond James Financial Services Advisors held 24,454 shares of Customers Bancorp worth $1.14M as of Q3 2024.
Raymond James Financial Services Advisors sold 36,619 Customers Bancorp shares in Q3 2024, an estimated $1.91M.
Customers Bancorp made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2083 holding.
Raymond James Financial Services Advisors first reported a position in Customers Bancorp in Q2 2023 and has held it in 6 quarters since.
Raymond James Financial Services Advisors's Customers Bancorp position peaked at $3.65M in Q1 2024.
240 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.