CAM
CS

Columbia Asset Management’s Credit Suisse Group CS Stock Holding History

Columbia Asset Management’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
-133,500
Closed -$119K – 175
2023
Q1 		$119K Buy
133,500
+54,500
+69% +$152K 0.03% 161
2022
Q4 		$240K Buy
+79,000
New +$307K 0.06% 148

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Columbia Asset Management's CS Position: Q2 2023 in Review

Columbia Asset Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 133,500 shares — an estimated $119K sold.

Columbia Asset Management first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $240K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Columbia Asset Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Columbia Asset Management sold 133,500 Credit Suisse Group shares in Q2 2023, an estimated $119K.
  • Columbia Asset Management first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Columbia Asset Management's Credit Suisse Group position peaked at $240K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Columbia Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.