Cambridge Investment Research Advisors
CS

Cambridge Investment Research Advisors’s Credit Suisse Group CS Stock Holding History

Cambridge Investment Research Advisors’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
-386,244
Closed -$344K – 3332
2023
Q1 		$344K Buy
386,244
+374,156
+3,095% +$1.04M ﹤0.01% 2367
2022
Q4 		$37K Buy
+12,088
New +$47K ﹤0.01% 3013
2019
Q4 		– Sell
-12,729
Closed -$155K – 2490
2019
Q3 		$155K Buy
12,729
+946
+8% +$11.4K ﹤0.01% 2172
2019
Q2 		$141K Sell
11,783
-242
-2% -$2.95K ﹤0.01% 2061
2019
Q1 		$140K Buy
+12,025
New +$143K ﹤0.01% 2146
2018
Q3 		– Sell
-16,792
Closed -$250K – 2322
2018
Q2 		$250K Buy
16,792
+1,103
+7% +$17.8K ﹤0.01% 1865
2018
Q1 		$263K Sell
15,689
-2,890
-16% -$53K ﹤0.01% 1769
2017
Q4 		$332K Sell
18,579
-2,157
-10% -$35.7K ﹤0.01% 1582
2017
Q3 		$328K Sell
20,736
-3,175
-13% -$48.2K ﹤0.01% 1491
2017
Q2 		$349K Buy
23,911
+5,426
+29% +$78.3K 0.01% 1424
2017
Q1 		$274K Buy
18,485
+3,216
+21% +$49.1K ﹤0.01% 1447
2016
Q4 		$218K Buy
+15,269
New +$214K ﹤0.01% 1457
2016
Q3 		– Sell
-10,253
Closed -$110K – 1795
2016
Q2 		$110K Buy
+10,253
New +$140K ﹤0.01% 1476

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cambridge Investment Research Advisors's CS Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 386,244 shares — an estimated $344K sold.

Cambridge Investment Research Advisors first reported a position in CS in Q2 2016 and held it in 13 quarters. The position peaked at $349K in Q2 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 386,244 Credit Suisse Group shares in Q2 2023, an estimated $344K.
  • Cambridge Investment Research Advisors first reported a position in Credit Suisse Group in Q2 2016 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Credit Suisse Group position peaked at $349K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.