BAM
CS

Belpointe Asset Management’s Credit Suisse Group CS Stock Holding History

Belpointe Asset 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
-12,970
Closed -$11.5K – 3681
2023
Q1 		$11.5K Buy
12,970
+12,090
+1,374% +$33.7K ﹤0.01% 2640
2022
Q4 		$2.67K Buy
+880
New +$3.42K ﹤0.01% 3164

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

Belpointe Asset Management's CS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 12,970 shares — an estimated $11.5K sold.

Belpointe Asset Management first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $11.5K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 12,970 Credit Suisse Group shares in Q2 2023, an estimated $11.5K.
  • Belpointe Asset Management first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Credit Suisse Group position peaked at $11.5K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.