DTL
CS

Dynamic Technology Lab’s Credit Suisse Group CS Stock Holding History

Dynamic Technology Lab’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
-11,564
Closed -$10K – 1529
2023
Q1 		$10K Buy
+11,564
New +$32.3K ﹤0.01% 1023
2019
Q1 		– Sell
-48,287
Closed -$525K – 1414
2018
Q4 		$525K Buy
48,287
+5,401
+13% +$66.8K 0.09% 385
2018
Q3 		$640K Buy
42,886
+12,616
+42% +$192K 0.09% 393
2018
Q2 		$450K Buy
+30,270
New +$488K 0.07% 504
2017
Q4 		– Sell
-46,678
Closed -$737K – 1423
2017
Q3 		$737K Buy
+46,678
New +$709K 0.12% 278
2017
Q2 		– Sell
-12,260
Closed -$182K – 1402
2017
Q1 		$182K Buy
+12,260
New +$187K 0.04% 818
2015
Q1 		– Sell
-17,178
Closed -$433K – 925
2014
Q4 		$433K Buy
+17,178
New +$450K 0.22% 126

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

Dynamic Technology Lab's CS Position: Q2 2023 in Review

Dynamic Technology Lab sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 11,564 shares — an estimated $10K sold.

Dynamic Technology Lab first reported a position in CS in Q4 2014 and held it in 7 quarters. The position peaked at $737K in Q3 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Dynamic Technology Lab reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Dynamic Technology Lab sold 11,564 Credit Suisse Group shares in Q2 2023, an estimated $10K.
  • Dynamic Technology Lab first reported a position in Credit Suisse Group in Q4 2014 and held it in 7 quarters.
  • Dynamic Technology Lab's Credit Suisse Group position peaked at $737K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Dynamic Technology Lab's 13F filing for Q2 2023, filed 14 Aug 2023.