AF
CS

Advisornet Financial’s Credit Suisse Group CS Stock Holding History

Advisornet Financial’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
-2,000
Closed -$16K – 2211
2022
Q1 		$16K Buy
+2,000
New +$17.8K ﹤0.01% 1320

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Advisornet Financial's CS Position: Q2 2022 in Review

Advisornet Financial sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 275 shares — an estimated $2K sold.

Advisornet Financial first reported a position in CS in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

  • Advisornet Financial reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
  • Advisornet Financial sold 275 Credit Suisse Group shares in Q2 2022, an estimated $2K.
  • Advisornet Financial first reported a position in Credit Suisse Group in Q4 2019 and held it in 4 quarters.
  • Advisornet Financial's Credit Suisse Group position peaked at $7K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.