Advisors Asset Management’s Credit Suisse Group CS Stock Holding History

Advisors Asset 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 Q1	–	Sell	-9,223	Closed	-$28K	–	1505
2022 Q4	$28K	Sell	9,223 -14,772	-62%	-$57.5K	﹤0.01%	1407
2022 Q3	$94K	Sell	23,995 -13,340	-36%	-$70.4K	﹤0.01%	1278
2022 Q2	$212K	Sell	37,335 -1,416	-4%	-$9.61K	﹤0.01%	1152
2022 Q1	$304K	Buy	38,751 +6,074	+19%	+$53.9K	﹤0.01%	1132
2021 Q4	$315K	Buy	32,677 +11,087	+51%	+$111K	﹤0.01%	1121
2021 Q3	$213K	Buy	21,590 +12,123	+128%	+$124K	﹤0.01%	1196
2021 Q2	$99K	Buy	+9,467	New	+$101K	﹤0.01%	1306
2015 Q2	–	Sell	-3,005	Closed	-$81K	–	1849
2015 Q1	$81K	Sell	3,005 -2,732	-48%	-$65.1K	﹤0.01%	1575
2014 Q4	$144K	Sell	5,737 -3,666	-39%	-$96.1K	﹤0.01%	1394
2014 Q3	$260K	Sell	9,403 -4,564	-33%	-$127K	﹤0.01%	1237
2014 Q2	$396K	Sell	13,967 -415	-3%	-$12.7K	0.01%	1101
2014 Q1	$466K	Buy	14,382 +3,702	+35%	+$116K	0.01%	1022
2013 Q4	$332K	Buy	10,680 +3,054	+40%	+$92.6K	0.01%	1079
2013 Q3	$233K	Buy	7,626 +3,036	+66%	+$90.3K	﹤0.01%	1091
2013 Q2	$121K	Buy	+4,590	New	+$129K	﹤0.01%	1246

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisors Asset Management's CS Position: Q1 2023 in Review

Advisors Asset Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 9,223 shares — an estimated $28K sold.

Advisors Asset Management first reported a position in CS in Q2 2013 and held it in 15 quarters. The position peaked at $466K in Q1 2014. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Advisors Asset Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Advisors Asset Management sold 9,223 Credit Suisse Group shares in Q1 2023, an estimated $28K.
Advisors Asset Management first reported a position in Credit Suisse Group in Q2 2013 and held it in 15 quarters.
Advisors Asset Management's Credit Suisse Group position peaked at $466K in Q1 2014.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Advisors Asset Management's 13F filing for Q1 2023, filed 12 May 2023.