BCMLT
CS

Beacon Capital Management LLC (Tennessee)’s Credit Suisse Group CS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-2,500
Closed -$2.23K – 1057
2023
Q1 		$2.23K Buy
+2,500
New +$6.97K ﹤0.01% 748

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

Beacon Capital Management LLC (Tennessee)'s CS Position: Q2 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 2,500 shares — an estimated $2.23K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $2.23K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 2,500 Credit Suisse Group shares in Q2 2023, an estimated $2.23K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Credit Suisse Group position peaked at $2.23K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2023, filed 12 Jul 2023.