Commonwealth Equity Services’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33,718
| Closed | -$30 | – | 3967 |
|
|
2023
Q1 | $30 | Buy |
+33,718
| New | +$94.1K | ﹤0.01% | 3631 |
|
|
2021
Q4 | – | Sell |
-15,492
| Closed | -$152K | – | 3766 |
|
|
2021
Q3 | $152K | Sell |
15,492
-2,401
| -13% | -$24.5K | ﹤0.01% | 3348 |
|
|
2021
Q2 | $187K | Buy |
+17,893
| New | +$190K | ﹤0.01% | 3293 |
|
|
2020
Q1 | – | Sell |
-29,571
| Closed | -$397K | – | 2998 |
|
|
2019
Q4 | $397K | Sell |
29,571
-6,277
| -18% | -$80.2K | ﹤0.01% | 2083 |
|
|
2019
Q3 | $437K | Sell |
35,848
-4,871
| -12% | -$58.6K | ﹤0.01% | 1935 |
|
|
2019
Q2 | $487K | Sell |
40,719
-9,668
| -19% | -$118K | ﹤0.01% | 1818 |
|
|
2019
Q1 | $587K | Buy |
50,387
+3,078
| +7% | +$36.7K | ﹤0.01% | 1639 |
|
|
2018
Q4 | $513K | Sell |
47,309
-2,840
| -6% | -$35.1K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $749K | Sell |
50,149
-83,854
| -63% | -$1.28M | ﹤0.01% | 1505 |
|
|
2018
Q2 | $1.99M | Buy |
134,003
+4,058
| +3% | +$65.4K | 0.01% | 900 |
|
|
2018
Q1 | $2.18M | Buy |
129,945
+89,037
| +218% | +$1.63M | 0.01% | 823 |
|
|
2017
Q4 | $730K | Buy |
40,908
+7,874
| +24% | +$130K | ﹤0.01% | 1418 |
|
|
2017
Q3 | $522K | Buy |
33,034
+303
| +0.9% | +$4.6K | ﹤0.01% | 1590 |
|
|
2017
Q2 | $478K | Buy |
+32,731
| New | +$472K | ﹤0.01% | 1601 |
|
|
2016
Q4 | – | Sell |
-53,565
| Closed | -$704K | – | 2384 |
|
|
2016
Q3 | $704K | Sell |
53,565
-455
| -0.8% | -$5.51K | 0.01% | 1186 |
|
|
2016
Q2 | $578K | Buy |
54,020
+2,214
| +4% | +$30.2K | ﹤0.01% | 1262 |
|
|
2016
Q1 | $732K | Buy |
+51,806
| New | +$823K | 0.01% | 1114 |
|
Other funds holding CS
Commonwealth Equity Services's CS Position: Q2 2023 in Review
Commonwealth Equity Services sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 33,718 shares — an estimated $30 sold.
Commonwealth Equity Services first reported a position in CS in Q1 2016 and held it in 17 quarters. The position peaked at $2.18M in Q1 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.
- Commonwealth Equity Services reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
- Commonwealth Equity Services sold 33,718 Credit Suisse Group shares in Q2 2023, an estimated $30.
- Commonwealth Equity Services first reported a position in Credit Suisse Group in Q1 2016 and held it in 17 quarters.
- Commonwealth Equity Services's Credit Suisse Group position peaked at $2.18M in Q1 2018.
- 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.
Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.