AWM
CS

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

Atticus 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
-4
Closed -$4 – 619
2023
Q1 		$4 Hold
4
– – ﹤0.01% 542
2022
Q4 		$12 Buy
+4
New +$16 ﹤0.01% 531

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

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

Atticus Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 4 shares — an estimated $4 sold.

Atticus Wealth Management first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $12 in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Atticus Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 4 Credit Suisse Group shares in Q2 2023, an estimated $4.
  • Atticus Wealth Management first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Atticus Wealth Management's Credit Suisse Group position peaked at $12 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.