AWA
CS

Arkadios Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-2,018
Closed -$19K – 1892
2021
Q3 		$19K Hold
2,018
– – ﹤0.01% 1241
2021
Q2 		$21K Buy
2,018
+1,543
+325% +$16.4K ﹤0.01% 1275
2021
Q1 		$5K Buy
475
+73
+18% +$989 ﹤0.01% 1388
2020
Q4 		$5K Buy
+402
New +$4.66K ﹤0.01% 1137

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's CS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Credit Suisse Group (CS) in Q4 2021, closing a stake of 2,018 shares — an estimated $19K sold.

Arkadios Wealth Advisors first reported a position in CS in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q2 2021. 199 funds tracked by Wall St. Rank hold CS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Credit Suisse Group position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,018 Credit Suisse Group shares in Q4 2021, an estimated $19K.
  • Arkadios Wealth Advisors first reported a position in Credit Suisse Group in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Credit Suisse Group position peaked at $21K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.