Crown Wealth Group’s Credit Suisse Group CS Stock Holding History

Crown Wealth Group’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 Q1	–	Sell	-54,230	Closed	-$165K	–	81
2022 Q4	$165K	Buy	+54,230	New	+$211K	0.15%	67

Other funds holding CS

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Crown Wealth Group's CS Position: Q1 2023 in Review

Crown Wealth Group sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 54,230 shares — an estimated $165K sold.

Crown Wealth Group first reported a position in CS in Q4 2022 and held it in 1 quarter. The position peaked at $165K in Q4 2022. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Crown Wealth Group reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Crown Wealth Group sold 54,230 Credit Suisse Group shares in Q1 2023, an estimated $165K.
Crown Wealth Group first reported a position in Credit Suisse Group in Q4 2022 and held it in 1 quarter.
Crown Wealth Group's Credit Suisse Group position peaked at $165K in Q4 2022.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Crown Wealth Group's 13F filing for Q1 2023, filed 28 Apr 2023.