CT
CS

Colonial Trust’s Credit Suisse Group CS Stock Holding History

Colonial Trust’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
-8,000
Closed -$7.12K – 982
2023
Q1 		$7.12K Hold
8,000
– – ﹤0.01% 709
2022
Q4 		$24.3K Buy
+8,000
New +$31.1K 0.01% 540

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

Colonial Trust's CS Position: Q2 2023 in Review

Colonial Trust sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 8,000 shares — an estimated $7.12K sold.

Colonial Trust first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $24.3K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Colonial Trust reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Colonial Trust sold 8,000 Credit Suisse Group shares in Q2 2023, an estimated $7.12K.
  • Colonial Trust first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Colonial Trust's Credit Suisse Group position peaked at $24.3K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

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