CA
CS

Clearstead Advisors’s Credit Suisse Group CS Stock Holding History

Clearstead 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
-2,280
Closed -$2.03K – 1456
2023
Q1 		$2.03K Hold
2,280
– – ﹤0.01% 1132
2022
Q4 		$6.93K Buy
+2,280
New +$8.87K ﹤0.01% 946

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

Clearstead Advisors's CS Position: Q2 2023 in Review

Clearstead Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 2,280 shares — an estimated $2.03K sold.

Clearstead Advisors first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $6.93K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Clearstead Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Clearstead Advisors sold 2,280 Credit Suisse Group shares in Q2 2023, an estimated $2.03K.
  • Clearstead Advisors first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Clearstead Advisors's Credit Suisse Group position peaked at $6.93K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.