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

Evolution 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
2022 Q2	–	Sell	-10,000	Closed	-$79K	–	131
2022 Q1	$79K	Buy	+10,000	New	+$88.8K	0.02%	122
2020 Q1	–	Sell	-719	Closed	-$10K	–	666
2019 Q4	$10K	Buy	+719	New	+$9.19K	﹤0.01%	307

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

CCM

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

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

Evolution Wealth Advisors's CS Position: Q2 2022 in Review

Evolution Wealth Advisors sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 10,000 shares — an estimated $79K sold.

Evolution Wealth Advisors first reported a position in CS in Q4 2019 and held it in 2 quarters. The position peaked at $79K in Q1 2022. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Evolution Wealth Advisors reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 10,000 Credit Suisse Group shares in Q2 2022, an estimated $79K.
Evolution Wealth Advisors first reported a position in Credit Suisse Group in Q4 2019 and held it in 2 quarters.
Evolution Wealth Advisors's Credit Suisse Group position peaked at $79K in Q1 2022.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Evolution Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.