Corient Private Wealth
CS

Corient Private Wealth’s Credit Suisse Group CS Stock Holding History

Corient Private Wealth’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
-18,115
Closed -$16.1K – 2203
2023
Q1 		$16.1K Buy
18,115
+2,455
+16% +$6.85K ﹤0.01% 1980
2022
Q4 		$48K Buy
+15,660
New +$60.9K ﹤0.01% 1628

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

Corient Private Wealth's CS Position: Q2 2023 in Review

Corient Private Wealth sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 18,115 shares — an estimated $16.1K sold.

Corient Private Wealth first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $48K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Corient Private Wealth reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Corient Private Wealth sold 18,115 Credit Suisse Group shares in Q2 2023, an estimated $16.1K.
  • Corient Private Wealth first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Corient Private Wealth's Credit Suisse Group position peaked at $48K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Corient Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.