AWM
CS

Activest Wealth Management’s Credit Suisse Group CS Stock Holding History

Activest Wealth Management’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
-2,728
Closed -$2.38K – 442
2023
Q1 		$2.38K Buy
+2,728
New +$7.61K ﹤0.01% 248
2021
Q4 		– Sell
-101
Closed -$1K – 429
2021
Q3 		$1K Buy
+101
New +$1.03K ﹤0.01% 382

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

Activest Wealth Management's CS Position: Q2 2023 in Review

Activest Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 2,728 shares — an estimated $2.38K sold.

Activest Wealth Management first reported a position in CS in Q3 2021 and held it in 2 quarters. The position peaked at $2.38K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Activest Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Activest Wealth Management sold 2,728 Credit Suisse Group shares in Q2 2023, an estimated $2.38K.
  • Activest Wealth Management first reported a position in Credit Suisse Group in Q3 2021 and held it in 2 quarters.
  • Activest Wealth Management's Credit Suisse Group position peaked at $2.38K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Activest Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.