BTI
CS

Blue Trust Inc’s Credit Suisse Group CS Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-6,006
Closed -$5K – 2358
2023
Q2 		$5K Buy
6,006
+565
+10% +$496 ﹤0.01% 1564
2023
Q1 		$17K Sell
5,441
-804
-13% -$2.24K ﹤0.01% 1436
2022
Q4 		$25K Buy
6,245
+2,125
+52% +$8.27K ﹤0.01% 1225
2022
Q3 		$23K Sell
4,120
-2,244
-35% -$11.8K ﹤0.01% 1046
2022
Q2 		$50K Buy
+6,364
New +$43.2K ﹤0.01% 684

Other funds holding CS

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Blue Trust Inc's CS Position: Q3 2023 in Review

Blue Trust Inc sold out of Credit Suisse Group (CS) in Q3 2023, closing a stake of 6,006 shares — an estimated $5K sold.

Blue Trust Inc first reported a position in CS in Q2 2022 and held it in 5 quarters. The position peaked at $50K in Q2 2022. 1 fund tracked by Wall St. Rank holds CS as of Q3 2023.

  • Blue Trust Inc reported no remaining Credit Suisse Group position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 6,006 Credit Suisse Group shares in Q3 2023, an estimated $5K.
  • Blue Trust Inc first reported a position in Credit Suisse Group in Q2 2022 and held it in 5 quarters.
  • Blue Trust Inc's Credit Suisse Group position peaked at $50K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Credit Suisse Group as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.