Capital Advisory Group Advisory Services’s Credit Suisse Group CS Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-67	Closed	-$1K	–	510
2022 Q1	$1K	Buy	+67	New	+$595	﹤0.01%	507
2021 Q4	–	Sell	-67	Closed	-$1K	–	547
2021 Q3	$1K	Hold	67	–	–	﹤0.01%	542
2021 Q2	$1K	Hold	67	–	–	﹤0.01%	533
2021 Q1	$1K	Hold	67	–	–	﹤0.01%	509
2020 Q4	$1K	Hold	67	–	–	﹤0.01%	523
2020 Q3	$1K	Hold	67	–	–	﹤0.01%	485
2020 Q2	$1K	Hold	67	–	–	﹤0.01%	455
2020 Q1	$1K	Buy	+67	New	+$780	﹤0.01%	427
2019 Q4	–	Sell	-67	Closed	-$1K	–	443
2019 Q3	$1K	Hold	67	–	–	﹤0.01%	434
2019 Q2	$1K	Hold	67	–	–	﹤0.01%	417
2019 Q1	$1K	Hold	67	–	–	﹤0.01%	416
2018 Q4	$1K	Hold	67	–	–	﹤0.01%	392
2018 Q3	$1K	Hold	67	–	–	﹤0.01%	368
2018 Q2	$1K	Hold	67	–	–	﹤0.01%	352
2018 Q1	$1K	Buy	+67	New	+$1.23K	﹤0.01%	332

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital Advisory Group Advisory Services's CS Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 67 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in CS in Q1 2018 and held it in 15 quarters. The position peaked at $1K in Q1 2022. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 67 Credit Suisse Group shares in Q2 2022, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in Credit Suisse Group in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Credit Suisse Group position peaked at $1K in Q1 2022.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.