BWP
CS

BSW Wealth Partners’s Credit Suisse Group CS Stock Holding History

BSW Wealth Partners’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
2021
Q1 		– Sell
-17,429
Closed -$223K – 230
2020
Q4 		$223K Sell
17,429
-57
-0.3% -$660 0.07% 163
2020
Q3 		$174K Buy
+17,486
New +$187K 0.07% 145

Other funds holding CS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BSW Wealth Partners's CS Position: Q1 2021 in Review

BSW Wealth Partners sold out of Credit Suisse Group (CS) in Q1 2021, closing a stake of 17,429 shares — an estimated $223K sold.

BSW Wealth Partners first reported a position in CS in Q3 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 206 funds tracked by Wall St. Rank hold CS as of Q1 2021.

  • BSW Wealth Partners reported no remaining Credit Suisse Group position as of Q1 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 17,429 Credit Suisse Group shares in Q1 2021, an estimated $223K.
  • BSW Wealth Partners first reported a position in Credit Suisse Group in Q3 2020 and held it in 2 quarters.
  • BSW Wealth Partners's Credit Suisse Group position peaked at $223K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2021.

Based on BSW Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.