AS
CS

Altshuler Shaham’s Credit Suisse Group CS Stock Holding History

Altshuler Shaham’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
-3,000
Closed -$2.67K – 419
2023
Q1 		$2.67K Hold
3,000
– – ﹤0.01% 353
2022
Q4 		$9.12K Buy
3,000
+1,000
+50% +$3.89K ﹤0.01% 386
2022
Q3 		$8K Buy
+2,000
New +$10.6K ﹤0.01% 406

Other funds holding CS

IA
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

Altshuler Shaham's CS Position: Q2 2023 in Review

Altshuler Shaham sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 3,000 shares — an estimated $2.67K sold.

Altshuler Shaham first reported a position in CS in Q3 2022 and held it in 3 quarters. The position peaked at $9.12K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Altshuler Shaham reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 3,000 Credit Suisse Group shares in Q2 2023, an estimated $2.67K.
  • Altshuler Shaham first reported a position in Credit Suisse Group in Q3 2022 and held it in 3 quarters.
  • Altshuler Shaham's Credit Suisse Group position peaked at $9.12K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.