Evoke Wealth’s Credit Suisse Group CS Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-127	Closed	–	–	1217
2022 Q3	$0	Buy	+127	New	+$670	﹤0.01%	1296
2022 Q2	–	Sell	-111	Closed	-$1K	–	1272
2022 Q1	$1K	Buy	+111	New	+$985	﹤0.01%	1143
2021 Q3	–	Sell	-66,000	Closed	-$692K	–	1237
2021 Q2	$692K	Buy	+66,000	New	+$701K	0.03%	209
2020 Q3	–	Sell	-10	Closed	–	–	1158
2020 Q2	$0	Sell	10 -109	-92%	-$979	﹤0.01%	1221
2020 Q1	$963	Sell	119 -2	-2%	-$23	﹤0.01%	933
2019 Q4	$1.63K	Hold	121	–	–	﹤0.01%	1104
2019 Q3	$1.48K	Buy	+121	New	+$1.46K	﹤0.01%	1265

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evoke Wealth's CS Position: Q4 2022 in Review

Evoke Wealth sold out of Credit Suisse Group (CS) in Q4 2022, closing a stake of 127 shares.

Evoke Wealth first reported a position in CS in Q3 2019 and held it in 7 quarters. The position peaked at $692K in Q2 2021. 183 funds tracked by Wall St. Rank hold CS as of Q4 2022.

Evoke Wealth reported no remaining Credit Suisse Group position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 127 Credit Suisse Group shares in Q4 2022.
Evoke Wealth first reported a position in Credit Suisse Group in Q3 2019 and held it in 7 quarters.
Evoke Wealth's Credit Suisse Group position peaked at $692K in Q2 2021.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.