CAPTRUST Financial Advisors
CS

CAPTRUST Financial Advisors’s Credit Suisse Group CS Stock Holding History

CAPTRUST Financial 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
-29,109
Closed -$25.9K – 2619
2023
Q1 		$25.9K Buy
+29,109
New +$81.2K ﹤0.01% 2240
2022
Q4 		– Sell
-12,008
Closed -$47K – 2242
2022
Q3 		$47K Buy
12,008
+6,908
+135% +$36.5K ﹤0.01% 1990
2022
Q2 		$29K Buy
5,100
+442
+9% +$3K ﹤0.01% 3159
2022
Q1 		$37K Sell
4,658
-2,068
-31% -$18.4K ﹤0.01% 3007
2021
Q4 		$65K Buy
6,726
+4,895
+267% +$48.9K ﹤0.01% 2476
2021
Q3 		$18K Sell
1,831
-3,000
-62% -$30.7K ﹤0.01% 3248
2021
Q2 		$51K Buy
4,831
+3,000
+164% +$31.9K ﹤0.01% 2504
2021
Q1 		$19K Buy
1,831
+591
+48% +$8K ﹤0.01% 3048
2020
Q4 		$16K Sell
1,240
-563
-31% -$6.52K ﹤0.01% 2371
2020
Q3 		$18K Buy
1,803
+1,063
+144% +$11.4K ﹤0.01% 2028
2020
Q2 		$8K Buy
+740
New +$6.65K ﹤0.01% 2281

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

CAPTRUST Financial Advisors's CS Position: Q2 2023 in Review

CAPTRUST Financial Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 29,109 shares — an estimated $25.9K sold.

CAPTRUST Financial Advisors first reported a position in CS in Q2 2020 and held it in 11 quarters. The position peaked at $65K in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • CAPTRUST Financial Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 29,109 Credit Suisse Group shares in Q2 2023, an estimated $25.9K.
  • CAPTRUST Financial Advisors first reported a position in Credit Suisse Group in Q2 2020 and held it in 11 quarters.
  • CAPTRUST Financial Advisors's Credit Suisse Group position peaked at $65K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.