Creative Financial Designs’s Credit Suisse Group CS Stock Holding History

Creative Financial Designs’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	-5,150	Closed	-$4.58K	–	1521
2023 Q1	$4.58K	Buy	+5,150	New	+$14.4K	﹤0.01%	1134

Other funds holding CS

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

Creative Financial Designs's CS Position: Q2 2023 in Review

Creative Financial Designs sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 5,150 shares — an estimated $4.58K sold.

Creative Financial Designs first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $4.58K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Creative Financial Designs reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 5,150 Credit Suisse Group shares in Q2 2023, an estimated $4.58K.
Creative Financial Designs first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
Creative Financial Designs's Credit Suisse Group position peaked at $4.58K in Q1 2023.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.