BWL
CS

Bogart Wealth LLC’s Credit Suisse Group CS Stock Holding History

Bogart Wealth LLC’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
-529
Closed -$471 – 1150
2023
Q1 		$471 Buy
529
+279
+112% +$778 ﹤0.01% 1044
2022
Q4 		$760 Buy
+250
New +$973 ﹤0.01% 879

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

Bogart Wealth LLC's CS Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 529 shares — an estimated $471 sold.

Bogart Wealth LLC first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $760 in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Bogart Wealth LLC reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 529 Credit Suisse Group shares in Q2 2023, an estimated $471.
  • Bogart Wealth LLC first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Bogart Wealth LLC's Credit Suisse Group position peaked at $760 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.