Colonial Trust Advisors’s Credit Suisse Group CS Stock Holding History

Colonial Trust 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	-1,400	Closed	-$1.25K	–	934
2023 Q1	$1.25K	Buy	1,400 +500	+56%	+$1.4K	﹤0.01%	772
2022 Q4	$2.74K	Buy	+900	New	+$3.5K	﹤0.01%	689

Other funds holding CS

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

Colonial Trust Advisors's CS Position: Q2 2023 in Review

Colonial Trust Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,400 shares — an estimated $1.25K sold.

Colonial Trust Advisors first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $2.74K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Colonial Trust Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Colonial Trust Advisors sold 1,400 Credit Suisse Group shares in Q2 2023, an estimated $1.25K.
Colonial Trust Advisors first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
Colonial Trust Advisors's Credit Suisse Group position peaked at $2.74K in Q4 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Colonial Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.