Carson Wealth (CWM LLC)
CS

Carson Wealth (CWM LLC)’s Credit Suisse Group CS Stock Holding History

Carson Wealth (CWM LLC)’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
-8,800
Closed -$8K – 4581
2023
Q1 		$8K Buy
8,800
+7,121
+424% +$19.9K ﹤0.01% 3114
2022
Q4 		$5K Sell
1,679
-7,345
-81% -$28.6K ﹤0.01% 3247
2022
Q3 		$35K Buy
9,024
+6,037
+202% +$31.9K ﹤0.01% 1862
2022
Q2 		$17K Sell
2,987
-594
-17% -$4.03K ﹤0.01% 2245
2022
Q1 		$28K Buy
3,581
+2,852
+391% +$25.3K ﹤0.01% 1885
2021
Q4 		$7K Buy
+729
New +$7.29K ﹤0.01% 2591
2021
Q2 		$3K Hold
300
– – ﹤0.01% 2590
2021
Q1 		$3K Hold
300
– – ﹤0.01% 2588
2020
Q4 		$3K Hold
300
– – ﹤0.01% 2588
2020
Q3 		$3K Hold
300
– – ﹤0.01% 2587
2020
Q2 		$3K Hold
300
– – ﹤0.01% 2586
2020
Q1 		$3K Hold
300
– – ﹤0.01% 2584
2019
Q4 		$3K Hold
300
– – ﹤0.01% 2583
2019
Q3 		$3K Hold
300
– – ﹤0.01% 2583
2019
Q2 		$3K Hold
300
– – ﹤0.01% 2583
2019
Q1 		$3K Sell
300
-756
-72% -$9.02K ﹤0.01% 2582
2018
Q4 		$11K Sell
1,056
-130,673
-99% -$1.62M ﹤0.01% 1315
2018
Q3 		$1.97M Buy
131,729
+50,973
+63% +$777K 0.05% 254
2018
Q2 		$1.2M Sell
80,756
-2,089
-3% -$33.7K 0.04% 255
2018
Q1 		$1.39M Buy
82,845
+82,287
+14,747% +$1.51M 0.06% 204
2017
Q4 		$10K Buy
558
+139
+33% +$2.3K ﹤0.01% 896
2017
Q3 		$7K Buy
419
+119
+40% +$1.81K ﹤0.01% 1004
2017
Q2 		$4K Hold
300
– – ﹤0.01% 934
2017
Q1 		$4K Sell
300
-138
-32% -$2.11K ﹤0.01% 916
2016
Q4 		$6K Buy
438
+138
+46% +$1.93K ﹤0.01% 831
2016
Q3 		$4K Buy
+300
New +$3.63K ﹤0.01% 858

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

Carson Wealth (CWM LLC)'s CS Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 8,800 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in CS in Q3 2016 and held it in 26 quarters. The position peaked at $1.97M in Q3 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8,800 Credit Suisse Group shares in Q2 2023, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Credit Suisse Group in Q3 2016 and held it in 26 quarters.
  • Carson Wealth (CWM LLC)'s Credit Suisse Group position peaked at $1.97M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.