Ergoteles’s Credit Suisse Group CS Stock Holding History

Ergoteles’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	-12,434	Closed	-$11.1K	–	1703
2023 Q1	$11.1K	Buy	+12,434	New	+$34.7K	﹤0.01%	1171
2022 Q4	–	Sell	-55,849	Closed	-$219K	–	2076
2022 Q3	$219K	Sell	55,849 -1,365	-2%	-$7.2K	0.01%	1133
2022 Q2	$324K	Buy	57,214 +40,866	+250%	+$277K	0.01%	1073
2022 Q1	$128K	Buy	+16,348	New	+$145K	﹤0.01%	1082

Other funds holding CS

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

Ergoteles's CS Position: Q2 2023 in Review

Ergoteles sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 12,434 shares — an estimated $11.1K sold.

Ergoteles first reported a position in CS in Q1 2022 and held it in 4 quarters. The position peaked at $324K in Q2 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Ergoteles reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 12,434 Credit Suisse Group shares in Q2 2023, an estimated $11.1K.
Ergoteles first reported a position in Credit Suisse Group in Q1 2022 and held it in 4 quarters.
Ergoteles's Credit Suisse Group position peaked at $324K in Q2 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.