BF
CS

BOK Financial’s Credit Suisse Group CS Stock Holding History

BOK Financial’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
-255
Closed -$227 – 1200
2023
Q1 		$227 Buy
+255
New +$711 ﹤0.01% 1158
2018
Q4 		– Sell
-10,181
Closed -$152K – 950
2018
Q3 		$152K Sell
10,181
-122
-1% -$1.86K ﹤0.01% 889
2018
Q2 		$153K Buy
+10,303
New +$166K ﹤0.01% 883
2016
Q1 		– Sell
-26,026
Closed -$565K – 886
2015
Q4 		$565K Buy
26,026
+9,165
+54% +$214K 0.02% 549
2015
Q3 		$405K Buy
16,861
+1,356
+9% +$37.2K 0.02% 606
2015
Q2 		$428K Buy
15,505
+4,339
+39% +$117K 0.01% 608
2015
Q1 		$301K Buy
+11,166
New +$266K 0.01% 675
2014
Q4 		– Sell
-7,459
Closed -$206K – 824
2014
Q3 		$206K Sell
7,459
-613
-8% -$17.1K 0.01% 797
2014
Q2 		$229K Sell
8,072
-1,380
-15% -$42.2K 0.01% 847
2014
Q1 		$306K Buy
9,452
+46
+0.5% +$1.44K 0.01% 754
2013
Q4 		$292K Buy
9,406
+44
+0.5% +$1.33K 0.01% 757
2013
Q3 		$286K Buy
+9,362
New +$278K 0.01% 711

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

BOK Financial's CS Position: Q2 2023 in Review

BOK Financial sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 255 shares — an estimated $227 sold.

BOK Financial first reported a position in CS in Q3 2013 and held it in 12 quarters. The position peaked at $565K in Q4 2015. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • BOK Financial reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • BOK Financial sold 255 Credit Suisse Group shares in Q2 2023, an estimated $227.
  • BOK Financial first reported a position in Credit Suisse Group in Q3 2013 and held it in 12 quarters.
  • BOK Financial's Credit Suisse Group position peaked at $565K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on BOK Financial's 13F filing for Q2 2023, filed 21 Aug 2023.