CW
CS

Channel Wealth’s Credit Suisse Group CS Stock Holding History

Channel Wealth’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
-12,567
Closed -$11.2K – 213
2023
Q1 		$11.2K Buy
+12,567
New +$35.1K 0.01% 202

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

Channel Wealth's CS Position: Q2 2023 in Review

Channel Wealth sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 12,567 shares — an estimated $11.2K sold.

Channel Wealth first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Channel Wealth reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Channel Wealth sold 12,567 Credit Suisse Group shares in Q2 2023, an estimated $11.2K.
  • Channel Wealth first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Channel Wealth's Credit Suisse Group position peaked at $11.2K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Channel Wealth's 13F filing for Q2 2023, filed 26 Jul 2023.