Bell & Brown Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Bell & Brown 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	-46,384	Closed	-$457K	–	77
2021 Q3	$457K	Buy	+46,384	New	+$474K	0.25%	56
2020 Q3	$702K	Buy	65,817 +400	+0.6%	+$4.29K	0.51%	51
2020 Q2	$723K	Sell	65,417 -2,000	-3%	-$18K	0.57%	52
2020 Q1	$549K	Sell	67,417 -1,633	-2%	-$19K	0.51%	54
2019 Q4	$956K	Sell	69,050 -1,175	-2%	-$15K	0.71%	53
2019 Q3	$832K	Sell	70,225 -350	-0.5%	-$4.21K	0.68%	54
2019 Q2	$845K	Buy	70,575 +5,850	+9%	+$71.3K	0.74%	52
2019 Q1	$754K	Sell	64,725 -1,850	-3%	-$22.1K	0.69%	54
2018 Q4	$723K	Buy	66,575 +3,900	+6%	+$48.2K	0.77%	51
2018 Q3	$810K	Buy	+62,675	New	+$956K	0.75%	54
2018 Q2	–	Sell	-60,175	Closed	-$1.01M	–	88
2018 Q1	$1.01M	Buy	+60,175	New	+$1.1M	1.06%	40

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bell & Brown Wealth Advisors's CS Position: Q4 2021 in Review

Bell & Brown Wealth Advisors sold out of Credit Suisse Group (CS) in Q4 2021, closing a stake of 46,384 shares — an estimated $457K sold.

Bell & Brown Wealth Advisors first reported a position in CS in Q1 2018 and held it in 11 quarters. The position peaked at $1.01M in Q1 2018. 199 funds tracked by Wall St. Rank hold CS as of Q4 2021.

Bell & Brown Wealth Advisors reported no remaining Credit Suisse Group position as of Q4 2021 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 46,384 Credit Suisse Group shares in Q4 2021, an estimated $457K.
Bell & Brown Wealth Advisors first reported a position in Credit Suisse Group in Q1 2018 and held it in 11 quarters.
Bell & Brown Wealth Advisors's Credit Suisse Group position peaked at $1.01M in Q1 2018.
199 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2021.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.