Arax Advisory Partners’s Credit Suisse Group CS Stock Holding History

Arax Advisory Partners’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
2022 Q3	–	Sell	-546	Closed	-$3K	–	1283
2022 Q2	$3K	Buy	+546	New	+$3.71K	﹤0.01%	921
2021 Q3	–	Sell	-211	Closed	-$2K	–	1089
2021 Q2	$2K	Buy	+211	New	+$2.24K	﹤0.01%	868
2018 Q3	–	Sell	-506	Closed	-$7K	–	750
2018 Q2	$7K	Buy	506 +16	+3%	+$258	﹤0.01%	374
2018 Q1	$8K	Buy	490 +275	+128%	+$5.04K	﹤0.01%	342
2017 Q4	$3K	Hold	215	–	–	﹤0.01%	412
2017 Q3	$3K	Buy	215 +79	+58%	+$1.2K	﹤0.01%	407
2017 Q2	$2K	Sell	136 -674	-83%	-$9.73K	﹤0.01%	477
2017 Q1	$12K	Buy	810 +674	+496%	+$10.3K	0.01%	320
2016 Q4	$2K	Buy	+136	New	+$1.91K	﹤0.01%	499

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arax Advisory Partners's CS Position: Q3 2022 in Review

Arax Advisory Partners sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 546 shares — an estimated $3K sold.

Arax Advisory Partners first reported a position in CS in Q4 2016 and held it in 9 quarters. The position peaked at $12K in Q1 2017. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

Arax Advisory Partners reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
Arax Advisory Partners sold 546 Credit Suisse Group shares in Q3 2022, an estimated $3K.
Arax Advisory Partners first reported a position in Credit Suisse Group in Q4 2016 and held it in 9 quarters.
Arax Advisory Partners's Credit Suisse Group position peaked at $12K in Q1 2017.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on Arax Advisory Partners's 13F filing for Q3 2022, filed 3 Nov 2022.