AWA
CS

Aaron Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Aaron Wealth 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
-22,356
Closed -$2.85M – 903
2022
Q1 		$2.85M Buy
+22,356
New +$198K 0.04% 186

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Aaron Wealth Advisors's CS Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 22,356 shares — an estimated $2.85M sold.

Aaron Wealth Advisors first reported a position in CS in Q1 2022 and held it in 1 quarter. The position peaked at $2.85M in Q1 2022. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 22,356 Credit Suisse Group shares in Q2 2022, an estimated $2.85M.
  • Aaron Wealth Advisors first reported a position in Credit Suisse Group in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Credit Suisse Group position peaked at $2.85M in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.