Allworth Financial’s Credit Suisse Group CS Stock Holding History

Allworth 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
2023 Q2	–	Sell	-579	Closed	-$516	–	3426
2023 Q1	$516	Buy	+579	New	+$1.61K	﹤0.01%	2833
2022 Q4	–	Sell	-119	Closed	–	–	3252
2022 Q3	$0	Sell	119 -607	-84%	-$3.2K	﹤0.01%	3219
2022 Q2	$4K	Buy	+726	New	+$4.93K	﹤0.01%	1859
2021 Q1	–	Sell	-19	Closed	–	–	1648
2020 Q4	$0	Buy	+19	New	+$220	﹤0.01%	1461
2020 Q1	–	Sell	-339	Closed	-$5K	–	1352
2019 Q4	$5K	Hold	339	–	–	﹤0.01%	781
2019 Q3	$4K	Hold	339	–	–	﹤0.01%	739
2019 Q2	$4K	Hold	339	–	–	﹤0.01%	728
2019 Q1	$4K	Hold	339	–	–	﹤0.01%	741
2018 Q4	$4K	Sell	339 -1,500	-82%	-$18.6K	﹤0.01%	665
2018 Q3	$27K	Buy	1,839 +339	+23%	+$5.17K	﹤0.01%	381
2018 Q2	$22K	Buy	+1,500	New	+$24.2K	﹤0.01%	398

Other funds holding CS

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

Allworth Financial's CS Position: Q2 2023 in Review

Allworth Financial sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 579 shares — an estimated $516 sold.

Allworth Financial first reported a position in CS in Q2 2018 and held it in 11 quarters. The position peaked at $27K in Q3 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Allworth Financial reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Allworth Financial sold 579 Credit Suisse Group shares in Q2 2023, an estimated $516.
Allworth Financial first reported a position in Credit Suisse Group in Q2 2018 and held it in 11 quarters.
Allworth Financial's Credit Suisse Group position peaked at $27K in Q3 2018.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.