BSW Wealth Partners’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

BSW Wealth Partners’s Portfolio CIK Stock Details CIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-27,500	Closed	-$73K	–	312
2022 Q3	$73K	Hold	27,500	–	–	0.02%	262
2022 Q2	$75K	Hold	27,500	–	–	0.02%	271
2022 Q1	$84K	Hold	27,500	–	–	0.02%	288
2021 Q4	$94K	Hold	27,500	–	–	0.02%	255
2021 Q3	$95K	Buy	+27,500	New	+$95.7K	0.03%	244

Other funds holding CIK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return