Advisory Alpha’s Credit Suisse Group CS Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-48	Closed	-$1K	–	701
2020 Q3	$1K	Buy	+48	New	+$514	﹤0.01%	682
2020 Q2	–	Sell	-48	Closed	-$378	–	664
2020 Q1	$378	Hold	48	–	–	﹤0.01%	674
2019 Q4	$668	Sell	48 -338	-88%	-$4.32K	﹤0.01%	707
2019 Q3	$4.41K	Buy	+386	New	+$4.64K	﹤0.01%	561
2019 Q2	–	Sell	-600	Closed	-$7.39K	–	692
2019 Q1	$7.39K	Buy	+600	New	+$7.16K	﹤0.01%	437

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Advisory Alpha's CS Position: Q4 2020 in Review

Advisory Alpha sold out of Credit Suisse Group (CS) in Q4 2020, closing a stake of 48 shares — an estimated $1K sold.

Advisory Alpha first reported a position in CS in Q1 2019 and held it in 5 quarters. The position peaked at $7.39K in Q1 2019. 200 funds tracked by Wall St. Rank hold CS as of Q4 2020.

Advisory Alpha reported no remaining Credit Suisse Group position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 48 Credit Suisse Group shares in Q4 2020, an estimated $1K.
Advisory Alpha first reported a position in Credit Suisse Group in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Credit Suisse Group position peaked at $7.39K in Q1 2019.
200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.