Concourse Financial Group Securities’s Credit Suisse Group CS Stock Holding History

Concourse Financial Group Securities’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
2022 Q3	–	Sell	-218	Closed	-$1.15K	–	2331
2022 Q2	$1K	Buy	218 +43	+25%	+$292	﹤0.01%	2170
2022 Q1	$1K	Hold	175	–	–	﹤0.01%	2149
2021 Q4	$2K	Buy	175 +87	+99%	+$869	﹤0.01%	2247
2021 Q3	$1K	Hold	88	–	–	﹤0.01%	2381
2021 Q2	$1K	Sell	88 -2,250	-96%	-$23.9K	﹤0.01%	2340
2021 Q1	$25K	Buy	+2,338	New	+$31.7K	﹤0.01%	1502
2020 Q2	–	Sell	-96	Closed	-$862	–	2314
2020 Q1	$1K	Buy	+96	New	+$1.12K	﹤0.01%	2126

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Concourse Financial Group Securities's CS Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 218 shares — an estimated $1.15K sold.

Concourse Financial Group Securities first reported a position in CS in Q1 2020 and held it in 7 quarters. The position peaked at $25K in Q1 2021. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

Concourse Financial Group Securities reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 218 Credit Suisse Group shares in Q3 2022, an estimated $1.15K.
Concourse Financial Group Securities first reported a position in Credit Suisse Group in Q1 2020 and held it in 7 quarters.
Concourse Financial Group Securities's Credit Suisse Group position peaked at $25K in Q1 2021.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.