AAS
CS

Avantax Advisory Services’s Credit Suisse Group CS Stock Holding History

Avantax Advisory Services’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
-27,255
Closed -$24.3K – 1589
2023
Q1 		$24.3K Sell
27,255
-4,206
-13% -$11.7K ﹤0.01% 1466
2022
Q4 		$95.6K Sell
31,461
-471
-1% -$1.83K ﹤0.01% 1367
2022
Q3 		$125K Buy
31,932
+88
+0.3% +$464 ﹤0.01% 1259
2022
Q2 		$181K Sell
31,844
-767
-2% -$5.21K ﹤0.01% 1216
2022
Q1 		$260K Buy
32,611
+17,431
+115% +$155K ﹤0.01% 1079
2021
Q4 		$146K Sell
15,180
-3,500
-19% -$35K ﹤0.01% 1199
2021
Q3 		$186K Buy
18,680
+1,481
+9% +$15.1K ﹤0.01% 1121
2021
Q2 		$177K Buy
17,199
+2,529
+17% +$26.9K ﹤0.01% 1088
2021
Q1 		$156K Buy
+14,670
New +$199K ﹤0.01% 979
2020
Q4 		– Sell
-28,302
Closed -$282K – 1387
2020
Q3 		$282K Buy
+28,302
New +$303K ﹤0.01% 1052

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

Avantax Advisory Services's CS Position: Q2 2023 in Review

Avantax Advisory Services sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 27,255 shares — an estimated $24.3K sold.

Avantax Advisory Services first reported a position in CS in Q3 2020 and held it in 10 quarters. The position peaked at $282K in Q3 2020. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Avantax Advisory Services reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 27,255 Credit Suisse Group shares in Q2 2023, an estimated $24.3K.
  • Avantax Advisory Services first reported a position in Credit Suisse Group in Q3 2020 and held it in 10 quarters.
  • Avantax Advisory Services's Credit Suisse Group position peaked at $282K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.