CWA
CS

Clearview Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Clearview Wealth 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
-9,162
Closed -$8.15K – 741
2023
Q1 		$8.15K Buy
+9,162
New +$25.6K 0.01% 394

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

Clearview Wealth Advisors's CS Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 9,162 shares — an estimated $8.15K sold.

Clearview Wealth Advisors first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $8.15K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 9,162 Credit Suisse Group shares in Q2 2023, an estimated $8.15K.
  • Clearview Wealth Advisors first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Credit Suisse Group position peaked at $8.15K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

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