Fiduciary Alliance’s Credit Suisse Group CS Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-3,000	Closed	-$9.12K	–	928
2022 Q4	$9.12K	Buy	+3,000	New	+$11.7K	﹤0.01%	423

Other funds holding CS

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fiduciary Alliance's CS Position: Q1 2023 in Review

Fiduciary Alliance sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 3,000 shares — an estimated $9.12K sold.

Fiduciary Alliance first reported a position in CS in Q4 2022 and held it in 1 quarter. The position peaked at $9.12K in Q4 2022. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Fiduciary Alliance reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 3,000 Credit Suisse Group shares in Q1 2023, an estimated $9.12K.
Fiduciary Alliance first reported a position in Credit Suisse Group in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Credit Suisse Group position peaked at $9.12K in Q4 2022.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.