AWM
CS

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

Apollon 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
2023
Q2 		– Sell
-30,256
Closed -$26.9K – 1002
2023
Q1 		$26.9K Buy
+30,256
New +$84.4K ﹤0.01% 854

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

Apollon Wealth Management's CS Position: Q2 2023 in Review

Apollon Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 30,256 shares — an estimated $26.9K sold.

Apollon Wealth Management first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $26.9K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Apollon Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 30,256 Credit Suisse Group shares in Q2 2023, an estimated $26.9K.
  • Apollon Wealth Management first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Apollon Wealth Management's Credit Suisse Group position peaked at $26.9K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Apollon Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.