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
-2,848
Closed -$22.4K – 904
2022
Q1 		$22.4K Buy
+2,848
New +$25.3K 0.01% 628

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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 2,848 shares — an estimated $22.4K sold.

Aaron Wealth Advisors first reported a position in CS in Q1 2022 and held it in 1 quarter. The position peaked at $22.4K in Q1 2022. 185 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 2,848 Credit Suisse Group shares in Q2 2022, an estimated $22.4K.
  • 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 $22.4K in Q1 2022.
  • 185 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.