CS
GWGH

Credit Suisse’s GWG Holdings, Inc GWGH Stock Holding History

Credit Suisse’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-160,103
Closed -$1.14M – 4643
2021
Q2 		$1.14M Sell
160,103
-137,916
-46% -$937K ﹤0.01% 3287
2021
Q1 		$2.08M Sell
298,019
-653,224
-69% -$4.69M ﹤0.01% 2791
2020
Q4 		$6.65M Sell
951,243
-24,373
-2% -$193K ﹤0.01% 1878
2020
Q3 		$8.39M Sell
975,616
-123,303
-11% -$961K 0.01% 1477
2020
Q2 		$8.43M Buy
+1,098,919
New +$9.17M 0.01% 1390

Other funds holding GWGH

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Credit Suisse's GWGH Position: Q3 2021 in Review

Credit Suisse sold out of GWG Holdings, Inc (GWGH) in Q3 2021, closing a stake of 160,103 shares — an estimated $1.14M sold.

Credit Suisse first reported a position in GWGH in Q2 2020 and held it in 5 quarters. The position peaked at $8.43M in Q2 2020. 19 funds tracked by Wall St. Rank hold GWGH as of Q3 2021.

  • Credit Suisse reported no remaining GWG Holdings, Inc position as of Q3 2021 after selling out during the quarter.
  • Credit Suisse sold 160,103 GWG Holdings, Inc shares in Q3 2021, an estimated $1.14M.
  • Credit Suisse first reported a position in GWG Holdings, Inc in Q2 2020 and held it in 5 quarters.
  • Credit Suisse's GWG Holdings, Inc position peaked at $8.43M in Q2 2020.
  • 19 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q3 2021.

Based on Credit Suisse's 13F filing for Q3 2021, filed 12 Nov 2021.