Atlas Capital Advisors’s Credit Suisse Group CS Stock Holding History

Atlas Capital 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
2022 Q2	–	Sell	-241	Closed	-$1.89K	–	1036
2022 Q1	$1.89K	Hold	241	–	–	﹤0.01%	846
2021 Q4	$2.32K	Hold	241	–	–	﹤0.01%	838
2021 Q3	$2.38K	Hold	241	–	–	﹤0.01%	849
2021 Q2	$2.53K	Sell	241 -9,443	-98%	-$100K	﹤0.01%	865
2021 Q1	$103K	Hold	9,684	–	–	0.02%	418
2020 Q4	$124K	Buy	+9,684	New	+$112K	0.03%	367
2020 Q3	–	Sell	-9,684	Closed	-$99.8K	–	623
2020 Q2	$99.8K	Sell	9,684 -17,381	-64%	-$156K	0.02%	399
2020 Q1	$219K	Buy	27,065 +25,040	+1,237%	+$291K	0.07%	257
2019 Q4	$27.2K	Buy	2,025 +566	+39%	+$7.23K	0.01%	513
2019 Q3	$17.8K	Buy	+1,459	New	+$17.5K	0.01%	536
2018 Q2	–	Sell	-22,609	Closed	-$380K	–	573
2018 Q1	$380K	Buy	+22,609	New	+$414K	0.12%	224

Other funds holding CS

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

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

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

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

BIP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Atlas Capital Advisors's CS Position: Q2 2022 in Review

Atlas Capital Advisors sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 241 shares — an estimated $1.89K sold.

Atlas Capital Advisors first reported a position in CS in Q1 2018 and held it in 11 quarters. The position peaked at $380K in Q1 2018. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Atlas Capital Advisors reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Atlas Capital Advisors sold 241 Credit Suisse Group shares in Q2 2022, an estimated $1.89K.
Atlas Capital Advisors first reported a position in Credit Suisse Group in Q1 2018 and held it in 11 quarters.
Atlas Capital Advisors's Credit Suisse Group position peaked at $380K in Q1 2018.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Atlas Capital Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.