AWM
CS

Altium Wealth Management’s Credit Suisse Group CS Stock Holding History

Altium Wealth 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
2021
Q2 		– Sell
-13,605
Closed -$144K – 386
2021
Q1 		$144K Sell
13,605
-1,374
-9% -$18.6K 0.01% 367
2020
Q4 		$192K Sell
14,979
-16,312
-52% -$189K 0.02% 335
2020
Q3 		$312K Buy
+31,291
New +$335K 0.03% 257

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Altium Wealth Management's CS Position: Q2 2021 in Review

Altium Wealth Management sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 13,605 shares — an estimated $144K sold.

Altium Wealth Management first reported a position in CS in Q3 2020 and held it in 3 quarters. The position peaked at $312K in Q3 2020. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Altium Wealth Management reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Altium Wealth Management sold 13,605 Credit Suisse Group shares in Q2 2021, an estimated $144K.
  • Altium Wealth Management first reported a position in Credit Suisse Group in Q3 2020 and held it in 3 quarters.
  • Altium Wealth Management's Credit Suisse Group position peaked at $312K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Altium Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.