Creative Planning
CS

Creative Planning’s Credit Suisse Group CS Stock Holding History

Creative Planning’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
-26,378
Closed -$23.5K – 2884
2023
Q1 		$23.5K Sell
26,378
-21,245
-45% -$59.3K ﹤0.01% 2398
2022
Q4 		$145K Buy
47,623
+458
+1% +$1.78K ﹤0.01% 2091
2022
Q3 		$185K Buy
47,165
+30,656
+186% +$162K ﹤0.01% 1935
2022
Q2 		$94K Buy
+16,509
New +$112K ﹤0.01% 1980
2022
Q1 		– Sell
-14,183
Closed -$137K – 2466
2021
Q4 		$137K Buy
+14,183
New +$142K ﹤0.01% 1927
2021
Q2 		– Sell
-14,228
Closed -$151K – 2686
2021
Q1 		$151K Buy
14,228
+605
+4% +$8.19K ﹤0.01% 2167
2020
Q4 		$174K Sell
13,623
-23,103
-63% -$268K ﹤0.01% 1947
2020
Q3 		$366K Buy
36,726
+4,458
+14% +$47.8K ﹤0.01% 1291
2020
Q2 		$333K Buy
32,268
+4,810
+18% +$43.2K ﹤0.01% 1246
2020
Q1 		$222K Sell
27,458
-25,268
-48% -$294K ﹤0.01% 1347
2019
Q4 		$709K Buy
52,726
+463
+0.9% +$5.92K ﹤0.01% 943
2019
Q3 		$638K Buy
52,263
+3,124
+6% +$37.6K ﹤0.01% 945
2019
Q2 		$588K Buy
49,139
+365
+0.7% +$4.45K ﹤0.01% 985
2019
Q1 		$568K Buy
48,774
+137
+0.3% +$1.64K ﹤0.01% 967
2018
Q4 		$528K Buy
48,637
+22,455
+86% +$278K ﹤0.01% 945
2018
Q3 		$391K Sell
26,182
-21,582
-45% -$329K ﹤0.01% 1230
2018
Q2 		$711K Sell
47,764
-528
-1% -$8.51K ﹤0.01% 905
2018
Q1 		$811K Sell
48,292
-16,137
-25% -$296K ﹤0.01% 848
2017
Q4 		$1.15M Sell
64,429
-63,497
-50% -$1.05M 0.01% 658
2017
Q3 		$2.02M Buy
127,926
+63,732
+99% +$967K 0.01% 458
2017
Q2 		$937K Buy
64,194
+19,373
+43% +$280K ﹤0.01% 724
2017
Q1 		$665K Buy
44,821
+1,453
+3% +$22.2K ﹤0.01% 834
2016
Q4 		$621K Sell
43,368
-23,502
-35% -$329K ﹤0.01% 822
2016
Q3 		$879K Buy
66,870
+66,388
+13,773% +$804K 0.01% 647
2016
Q2 		$5K Sell
482
-3
-0.6% -$41 ﹤0.01% 3678
2016
Q1 		$7K Sell
485
-2,045
-81% -$32.5K ﹤0.01% 3436
2015
Q4 		$55K Sell
2,530
-15,798
-86% -$369K ﹤0.01% 2048
2015
Q3 		$440K Buy
+18,328
New +$503K ﹤0.01% 790
2015
Q2 		– Sell
-14,430
Closed -$389K – 3242
2015
Q1 		$389K Buy
14,430
+9,537
+195% +$227K ﹤0.01% 849
2014
Q4 		$123K Sell
4,893
-14,725
-75% -$386K ﹤0.01% 1434
2014
Q3 		$542K Buy
19,618
+17,841
+1,004% +$498K 0.01% 621
2014
Q2 		$50K Sell
1,777
-14,099
-89% -$431K ﹤0.01% 1888
2014
Q1 		$514K Buy
15,876
+14,049
+769% +$440K 0.01% 604
2013
Q4 		$57K Hold
1,827
– – ﹤0.01% 1521
2013
Q3 		$56K Sell
1,827
-100
-5% -$2.98K ﹤0.01% 1445
2013
Q2 		$51K Buy
+1,927
New +$54.2K ﹤0.01% 1373

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

Creative Planning's CS Position: Q2 2023 in Review

Creative Planning sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 26,378 shares — an estimated $23.5K sold.

Creative Planning first reported a position in CS in Q2 2013 and held it in 36 quarters. The position peaked at $2.02M in Q3 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Creative Planning reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 26,378 Credit Suisse Group shares in Q2 2023, an estimated $23.5K.
  • Creative Planning first reported a position in Credit Suisse Group in Q2 2013 and held it in 36 quarters.
  • Creative Planning's Credit Suisse Group position peaked at $2.02M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.