Endurance Wealth Management’s Credit Suisse Group CS Stock Holding History

Endurance Wealth Management’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
2022 Q1	–	Sell	-3,025	Closed	-$29K	–	666
2021 Q4	$29K	Hold	3,025	–	–	﹤0.01%	411
2021 Q3	$30K	Hold	3,025	–	–	﹤0.01%	407
2021 Q2	$31K	Hold	3,025	–	–	﹤0.01%	406
2021 Q1	$32K	Hold	3,025	–	–	﹤0.01%	402
2020 Q4	$39K	Hold	3,025	–	–	﹤0.01%	351
2020 Q3	$30K	Hold	3,025	–	–	﹤0.01%	357
2020 Q2	$31K	Hold	3,025	–	–	0.01%	360
2020 Q1	$24K	Buy	+3,025	New	+$35.2K	﹤0.01%	350

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Endurance Wealth Management's CS Position: Q1 2022 in Review

Endurance Wealth Management sold out of Credit Suisse Group (CS) in Q1 2022, closing a stake of 3,025 shares — an estimated $29K sold.

Endurance Wealth Management first reported a position in CS in Q1 2020 and held it in 8 quarters. The position peaked at $39K in Q4 2020. 203 funds tracked by Wall St. Rank hold CS as of Q1 2022.

Endurance Wealth Management reported no remaining Credit Suisse Group position as of Q1 2022 after selling out during the quarter.
Endurance Wealth Management sold 3,025 Credit Suisse Group shares in Q1 2022, an estimated $29K.
Endurance Wealth Management first reported a position in Credit Suisse Group in Q1 2020 and held it in 8 quarters.
Endurance Wealth Management's Credit Suisse Group position peaked at $39K in Q4 2020.
203 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2022.

Based on Endurance Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.