Cerity Partners
CS

Cerity Partners’s Credit Suisse Group CS Stock Holding History

Cerity Partners’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
-115,957
Closed -$103K – 2011
2023
Q1 		$103K Buy
115,957
+26,329
+29% +$73.5K ﹤0.01% 1772
2022
Q4 		$272K Buy
89,628
+63,117
+238% +$246K ﹤0.01% 1184
2022
Q3 		$104K Buy
26,511
+14,339
+118% +$75.7K ﹤0.01% 1108
2022
Q2 		$69K Buy
+12,172
New +$82.6K ﹤0.01% 1144
2019
Q1 		– Sell
-32,468
Closed -$353K – 584
2018
Q4 		$353K Buy
32,468
+1,610
+5% +$19.9K 0.02% 376
2018
Q3 		$461K Buy
30,858
+8,008
+35% +$122K 0.03% 346
2018
Q2 		$340K Buy
22,850
+4,647
+26% +$74.9K 0.03% 402
2018
Q1 		$306K Sell
18,203
-1,668
-8% -$30.6K 0.02% 431
2017
Q4 		$355K Buy
19,871
+1,144
+6% +$18.9K 0.02% 399
2017
Q3 		$296K Buy
18,727
+3,305
+21% +$50.2K 0.02% 442
2017
Q2 		$225K Sell
15,422
-26
-0.2% -$375 0.02% 324
2017
Q1 		$229K Buy
+15,448
New +$236K 0.02% 396

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

Cerity Partners's CS Position: Q2 2023 in Review

Cerity Partners sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 115,957 shares — an estimated $103K sold.

Cerity Partners first reported a position in CS in Q1 2017 and held it in 12 quarters. The position peaked at $461K in Q3 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Cerity Partners reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 115,957 Credit Suisse Group shares in Q2 2023, an estimated $103K.
  • Cerity Partners first reported a position in Credit Suisse Group in Q1 2017 and held it in 12 quarters.
  • Cerity Partners's Credit Suisse Group position peaked at $461K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.