FFA
CS

Farther Finance Advisors’s Credit Suisse Group CS Stock Holding History

Farther Finance 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
-51
Closed -$45 – 2599
2023
Q1 		$45 Hold
51
– – ﹤0.01% 2318
2022
Q4 		$155 Buy
+51
New +$198 ﹤0.01% 2086

Other funds holding CS

IA
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

Farther Finance Advisors's CS Position: Q2 2023 in Review

Farther Finance Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 51 shares — an estimated $45 sold.

Farther Finance Advisors first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $155 in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Farther Finance Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Farther Finance Advisors sold 51 Credit Suisse Group shares in Q2 2023, an estimated $45.
  • Farther Finance Advisors first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Farther Finance Advisors's Credit Suisse Group position peaked at $155 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Farther Finance Advisors's 13F filing for Q2 2023, filed 12 Sep 2023.