AP
CS

Advisor Partners’s Credit Suisse Group CS Stock Holding History

Advisor Partners’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
-12,382
Closed -$97K – 913
2022
Q1 		$97K Sell
12,382
-4,937
-29% -$43.8K 0.01% 871
2021
Q4 		$167K Sell
17,319
-381
-2% -$3.81K 0.01% 836
2021
Q3 		$175K Sell
17,700
-271
-2% -$2.77K 0.01% 779
2021
Q2 		$189K Sell
17,971
-375
-2% -$3.98K 0.01% 811
2021
Q1 		$194K Sell
18,346
-644
-3% -$8.72K 0.01% 778
2020
Q4 		$243K Buy
18,990
+2,276
+14% +$26.4K 0.02% 649
2020
Q3 		$167K Buy
16,714
+1,200
+8% +$12.9K 0.01% 638
2020
Q2 		$160K Buy
15,514
+3,632
+31% +$32.6K 0.01% 645
2020
Q1 		$96K Sell
11,882
-6,781
-36% -$78.9K 0.01% 592
2019
Q4 		$258K Sell
18,663
-1,034
-5% -$13.2K 0.03% 537
2019
Q3 		$241K Buy
19,697
+7,150
+57% +$86K 0.03% 556
2019
Q2 		$150K Sell
12,547
-580
-4% -$7.07K 0.02% 618
2019
Q1 		$153K Sell
13,127
-276
-2% -$3.29K 0.02% 608
2018
Q4 		$146K Sell
13,403
-522
-4% -$6.46K 0.02% 577
2018
Q3 		$208K Buy
13,925
+605
+5% +$9.22K 0.03% 584
2018
Q2 		$198K Sell
13,320
-118
-0.9% -$1.9K 0.03% 549
2018
Q1 		$226K Buy
13,438
+3,186
+31% +$58.4K 0.04% 486
2017
Q4 		$195K Buy
+10,252
New +$169K 0.03% 549

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

Advisor Partners's CS Position: Q2 2022 in Review

Advisor Partners sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 12,382 shares — an estimated $97K sold.

Advisor Partners first reported a position in CS in Q4 2017 and held it in 18 quarters. The position peaked at $258K in Q4 2019. 185 funds tracked by Wall St. Rank hold CS as of Q2 2022.

  • Advisor Partners reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 12,382 Credit Suisse Group shares in Q2 2022, an estimated $97K.
  • Advisor Partners first reported a position in Credit Suisse Group in Q4 2017 and held it in 18 quarters.
  • Advisor Partners's Credit Suisse Group position peaked at $258K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.