AGA
CS

Accuvest Global Advisors’s Credit Suisse Group CS Stock Holding History

Accuvest Global 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
2023
Q2 		– Sell
-261,000
Closed -$232K – 153
2023
Q1 		$232K Buy
+261,000
New +$728K 0.1% 124

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Accuvest Global Advisors's CS Position: Q2 2023 in Review

Accuvest Global Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 261,000 shares — an estimated $232K sold.

Accuvest Global Advisors first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $232K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Accuvest Global Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 261,000 Credit Suisse Group shares in Q2 2023, an estimated $232K.
  • Accuvest Global Advisors first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Accuvest Global Advisors's Credit Suisse Group position peaked at $232K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.