API
CS

Advisor Partners II’s Credit Suisse Group CS Stock Holding History

Advisor Partners II’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
-22,362
Closed -$19.9K – 1141
2023
Q1 		$19.9K Buy
+22,362
New +$62.4K ﹤0.01% 1000
2022
Q4 		– Sell
-10,150
Closed -$40K – 977
2022
Q3 		$40K Buy
+10,150
New +$53.6K ﹤0.01% 825

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

Advisor Partners II's CS Position: Q2 2023 in Review

Advisor Partners II sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 22,362 shares — an estimated $19.9K sold.

Advisor Partners II first reported a position in CS in Q3 2022 and held it in 2 quarters. The position peaked at $40K in Q3 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Advisor Partners II reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Advisor Partners II sold 22,362 Credit Suisse Group shares in Q2 2023, an estimated $19.9K.
  • Advisor Partners II first reported a position in Credit Suisse Group in Q3 2022 and held it in 2 quarters.
  • Advisor Partners II's Credit Suisse Group position peaked at $40K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Advisor Partners II's 13F filing for Q2 2023, filed 10 Aug 2023.