CIA
CS

Cape Investment Advisory’s Credit Suisse Group CS Stock Holding History

Cape Investment Advisory’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
-615
Closed -$547 – 992
2023
Q1 		$547 Buy
+615
New +$1.72K ﹤0.01% 906

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

Cape Investment Advisory's CS Position: Q2 2023 in Review

Cape Investment Advisory sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 615 shares — an estimated $547 sold.

Cape Investment Advisory first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $547 in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Cape Investment Advisory reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 615 Credit Suisse Group shares in Q2 2023, an estimated $547.
  • Cape Investment Advisory first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Credit Suisse Group position peaked at $547 in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.