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

Capital Asset 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
2021 Q2	–	Sell	-17,839	Closed	-$189K	–	767
2021 Q1	$189K	Buy	+17,839	New	+$242K	0.03%	420

Other funds holding CS

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Capital Asset Advisory Services's CS Position: Q2 2021 in Review

Capital Asset Advisory Services sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 17,839 shares — an estimated $189K sold.

Capital Asset Advisory Services first reported a position in CS in Q1 2021 and held it in 1 quarter. The position peaked at $189K in Q1 2021. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

Capital Asset Advisory Services reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 17,839 Credit Suisse Group shares in Q2 2021, an estimated $189K.
Capital Asset Advisory Services first reported a position in Credit Suisse Group in Q1 2021 and held it in 1 quarter.
Capital Asset Advisory Services's Credit Suisse Group position peaked at $189K in Q1 2021.
205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Capital Asset Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2021.