EverSource Wealth Advisors’s Credit Suisse Group CS Stock Holding History

EverSource Wealth Advisors’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	-794	Closed	-$707	–	2636
2023 Q1	$707	Buy	794 +228	+40%	+$636	﹤0.01%	2170
2022 Q4	$1.72K	Sell	566 -1,346	-70%	-$5.24K	﹤0.01%	1956
2022 Q3	$7K	Sell	1,912 -8,472	-82%	-$44.7K	﹤0.01%	1267
2022 Q2	$59K	Buy	10,384 +10,038	+2,901%	+$68.1K	0.02%	574
2022 Q1	$3K	Buy	346 +110	+47%	+$976	﹤0.01%	1474
2021 Q4	$2K	Buy	+236	New	+$2.36K	﹤0.01%	1660

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

EverSource Wealth Advisors's CS Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 794 shares — an estimated $707 sold.

EverSource Wealth Advisors first reported a position in CS in Q4 2021 and held it in 6 quarters. The position peaked at $59K in Q2 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

EverSource Wealth Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 794 Credit Suisse Group shares in Q2 2023, an estimated $707.
EverSource Wealth Advisors first reported a position in Credit Suisse Group in Q4 2021 and held it in 6 quarters.
EverSource Wealth Advisors's Credit Suisse Group position peaked at $59K in Q2 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.