Ameriprise
CS

Ameriprise’s Credit Suisse Group CS Stock Holding History

Ameriprise’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
-212,663
Closed -$189K – 4040
2023
Q1 		$189K Buy
212,663
+36,599
+21% +$102K ﹤0.01% 3738
2022
Q4 		$535K Buy
176,064
+66,420
+61% +$258K ﹤0.01% 3380
2022
Q3 		$430K Buy
109,644
+3,831
+4% +$20.2K ﹤0.01% 3452
2022
Q2 		$600K Buy
105,813
+3,974
+4% +$27K ﹤0.01% 3332
2022
Q1 		$799K Buy
101,839
+1,382
+1% +$12.3K ﹤0.01% 3303
2021
Q4 		$968K Sell
100,457
-42,870
-30% -$428K ﹤0.01% 3274
2021
Q3 		$1.41M Buy
143,327
+869
+0.6% +$8.88K ﹤0.01% 3010
2021
Q2 		$1.5M Buy
142,458
+84,043
+144% +$892K ﹤0.01% 3037
2021
Q1 		$628K Sell
58,415
-4,323
-7% -$58.5K ﹤0.01% 3323
2020
Q4 		$804K Buy
62,738
+9,506
+18% +$110K ﹤0.01% 3185
2020
Q3 		$530K Buy
53,232
+4,902
+10% +$52.5K ﹤0.01% 3222
2020
Q2 		$499K Sell
48,330
-5,630
-10% -$50.6K ﹤0.01% 3200
2020
Q1 		$437K Sell
53,960
-5,149
-9% -$59.9K ﹤0.01% 3179
2019
Q4 		$795K Sell
59,109
-42,109
-42% -$538K ﹤0.01% 3160
2019
Q3 		$1.24M Sell
101,218
-971
-1% -$11.7K ﹤0.01% 2923
2019
Q2 		$1.22M Buy
102,189
+11,258
+12% +$137K ﹤0.01% 2984
2019
Q1 		$1.06M Sell
90,931
-37,049
-29% -$442K ﹤0.01% 3017
2018
Q4 		$1.36M Sell
127,980
-49,654
-28% -$614K ﹤0.01% 2806
2018
Q3 		$2.64M Buy
177,634
+26,375
+17% +$402K ﹤0.01% 2704
2018
Q2 		$2.25M Buy
151,259
+47,790
+46% +$770K ﹤0.01% 2689
2018
Q1 		$1.74M Buy
103,469
+3,020
+3% +$55.3K ﹤0.01% 2741
2017
Q4 		$1.79M Buy
100,449
+8,152
+9% +$135K ﹤0.01% 2707
2017
Q3 		$1.47M Sell
92,297
-45,676
-33% -$693K ﹤0.01% 2779
2017
Q2 		$2.03M Buy
137,973
+11,189
+9% +$161K ﹤0.01% 2595
2017
Q1 		$1.88M Buy
126,784
+8,894
+8% +$136K ﹤0.01% 2603
2016
Q4 		$1.69M Sell
117,890
-214,785
-65% -$3.01M ﹤0.01% 2711
2016
Q3 		$4.38M Buy
332,675
+311,552
+1,475% +$3.77M ﹤0.01% 2086
2016
Q2 		$225K Sell
21,123
-32,572
-61% -$444K ﹤0.01% 3507
2016
Q1 		$758K Sell
53,695
-22,481
-30% -$357K ﹤0.01% 2978
2015
Q4 		$1.65M Buy
76,176
+52,591
+223% +$1.23M ﹤0.01% 2707
2015
Q3 		$567K Buy
23,585
+1,401
+6% +$38.5K ﹤0.01% 3213
2015
Q2 		$612K Buy
22,184
+5,175
+30% +$140K ﹤0.01% 3351
2015
Q1 		$458K Sell
17,009
-4,112
-19% -$98K ﹤0.01% 3239
2014
Q4 		$529K Buy
21,121
+11,378
+117% +$298K ﹤0.01% 3095
2014
Q3 		$269K Sell
9,743
-2,367
-20% -$66.1K ﹤0.01% 3272
2014
Q2 		$344K Buy
12,110
+3,051
+34% +$93.4K ﹤0.01% 3111
2014
Q1 		$294K Buy
9,059
+1,293
+17% +$40.5K ﹤0.01% 3111
2013
Q4 		$241K Sell
7,766
-197
-2% -$5.97K ﹤0.01% 3078
2013
Q3 		$243K Buy
7,963
+753
+10% +$22.4K ﹤0.01% 3103
2013
Q2 		$191K Buy
+7,210
New +$203K ﹤0.01% 3105

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

Ameriprise's CS Position: Q2 2023 in Review

Ameriprise sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 212,663 shares — an estimated $189K sold.

Ameriprise first reported a position in CS in Q2 2013 and held it in 40 quarters. The position peaked at $4.38M in Q3 2016. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Ameriprise reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Ameriprise sold 212,663 Credit Suisse Group shares in Q2 2023, an estimated $189K.
  • Ameriprise first reported a position in Credit Suisse Group in Q2 2013 and held it in 40 quarters.
  • Ameriprise's Credit Suisse Group position peaked at $4.38M in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Ameriprise's 13F filing for Q2 2023, filed 14 Aug 2023.