APW
CS

Acima Private Wealth’s Credit Suisse Group CS Stock Holding History

Acima Private Wealth’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
-10,000
Closed -$8.9K – 282
2023
Q1 		$8.9K Buy
+10,000
New +$27.9K ﹤0.01% 225

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

Acima Private Wealth's CS Position: Q2 2023 in Review

Acima Private Wealth sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 10,000 shares — an estimated $8.9K sold.

Acima Private Wealth first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $8.9K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Acima Private Wealth reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Acima Private Wealth sold 10,000 Credit Suisse Group shares in Q2 2023, an estimated $8.9K.
  • Acima Private Wealth first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Acima Private Wealth's Credit Suisse Group position peaked at $8.9K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Acima Private Wealth's 13F filing for Q2 2023, filed 29 Feb 2024.