Bell Investment Advisors’s Credit Suisse Group CS Stock Holding History

Bell Investment 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
2023 Q2	–	Sell	-443	Closed	-$395	–	2014
2023 Q1	$395	Buy	443 +164	+59%	+$458	﹤0.01%	1886
2022 Q4	$848	Hold	279	–	–	﹤0.01%	1636
2022 Q3	$1K	Buy	279 +92	+49%	+$485	﹤0.01%	1674
2022 Q2	$1K	Buy	+187	New	+$1.27K	﹤0.01%	1698
2021 Q4	$2K	Buy	187 +104	+125%	+$1.04K	﹤0.01%	1282
2021 Q3	$1K	Buy	+83	New	+$848	﹤0.01%	1661

Other funds holding CS

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

Bell Investment Advisors's CS Position: Q2 2023 in Review

Bell Investment Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 443 shares — an estimated $395 sold.

Bell Investment Advisors first reported a position in CS in Q3 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Bell Investment Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Bell Investment Advisors sold 443 Credit Suisse Group shares in Q2 2023, an estimated $395.
Bell Investment Advisors first reported a position in Credit Suisse Group in Q3 2021 and held it in 6 quarters.
Bell Investment Advisors's Credit Suisse Group position peaked at $2K in Q4 2021.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.