AIM
CS

Anchor Investment Management’s Credit Suisse Group CS Stock Holding History

Anchor Investment 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
2023
Q2 		– Sell
-35,400
Closed -$31.5K – 1019
2023
Q1 		$31.5K Sell
35,400
-2,000
-5% -$5.58K ﹤0.01% 602
2022
Q4 		$114K Sell
37,400
-12,800
-25% -$49.8K 0.02% 417
2022
Q3 		$197K Hold
50,200
– – 0.03% 343
2022
Q2 		$285K Buy
50,200
+10,000
+25% +$67.9K 0.04% 298
2022
Q1 		$316K Hold
40,200
– – 0.04% 310
2021
Q4 		$388K Buy
40,200
+1,000
+3% +$9.99K 0.05% 284
2021
Q3 		$387K Hold
39,200
– – 0.05% 263
2021
Q2 		$411K Buy
+39,200
New +$416K 0.06% 261
2020
Q4 		– Sell
-2,000
Closed -$19.9K – 968
2020
Q3 		$19.9K Hold
2,000
– – ﹤0.01% 565
2020
Q2 		$20.6K Hold
2,000
– – ﹤0.01% 549
2020
Q1 		$16.2K Hold
2,000
– – ﹤0.01% 563
2019
Q4 		$26.9K Sell
2,000
-1,500
-43% -$19.2K 0.01% 540
2019
Q3 		$42.7K Sell
3,500
-200
-5% -$2.4K 0.01% 478
2019
Q2 		$44.3K Sell
3,700
-200
-5% -$2.44K 0.01% 471
2019
Q1 		$45.4K Sell
3,900
-1,700
-30% -$20.3K 0.01% 453
2018
Q4 		$60.8K Hold
5,600
– – 0.02% 412
2018
Q3 		$83.7K Sell
5,600
-8,700
-61% -$133K 0.02% 403
2018
Q2 		$213K Sell
14,300
-2,500
-15% -$40.3K 0.05% 287
2018
Q1 		$282K Sell
16,800
-1,500
-8% -$27.5K 0.07% 250
2017
Q4 		$327K Sell
18,300
-4,600
-20% -$76K 0.09% 221
2017
Q3 		$362K Sell
22,900
-700
-3% -$10.6K 0.11% 198
2017
Q2 		$345K Hold
23,600
– – 0.11% 180
2017
Q1 		$350K Hold
23,600
– – 0.12% 173
2016
Q4 		$338K Buy
23,600
+3,000
+15% +$42K 0.13% 166
2016
Q3 		$271K Buy
20,600
+14,652
+246% +$177K 0.1% 187
2016
Q2 		$63.6K Sell
5,948
-2,586
-30% -$35.3K 0.03% 330
2016
Q1 		$121K Buy
+8,534
New +$136K 0.05% 263

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

Anchor Investment Management's CS Position: Q2 2023 in Review

Anchor Investment Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 35,400 shares — an estimated $31.5K sold.

Anchor Investment Management first reported a position in CS in Q1 2016 and held it in 27 quarters. The position peaked at $411K in Q2 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Anchor Investment Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 35,400 Credit Suisse Group shares in Q2 2023, an estimated $31.5K.
  • Anchor Investment Management first reported a position in Credit Suisse Group in Q1 2016 and held it in 27 quarters.
  • Anchor Investment Management's Credit Suisse Group position peaked at $411K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.