Financial Gravity Asset Management’s Credit Suisse Group CS Stock Holding History

Financial Gravity Asset Management’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
2020 Q4	$13K	Buy	+992	New	+$11.5K	0.01%	163
2019 Q4	$13K	Sell	38 -8	-17%	-$102	0.01%	1143
2019 Q3	$1K	Buy	46 +11	+31%	+$132	﹤0.01%	1146
2019 Q2	$0	Sell	35 -58	-62%	-$706	﹤0.01%	1750
2019 Q1	$1K	Buy	+93	New	+$1.11K	﹤0.01%	1246
2018 Q3	$0	Buy	25 +1	+4%	+$15	﹤0.01%	1670
2018 Q2	$0	Hold	24	–	–	﹤0.01%	1659
2018 Q1	$0	Buy	+24	New	+$440	﹤0.01%	1528

Other funds holding CS

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's CS Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Credit Suisse Group (CS) in Q4 2020: 992 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CS as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in CS in Q1 2018 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold CS as of Q4 2020.

Financial Gravity Asset Management held 992 shares of Credit Suisse Group worth $13K as of Q4 2020.
Credit Suisse Group was a new Financial Gravity Asset Management position in Q4 2020.
Credit Suisse Group made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #163 holding.
Financial Gravity Asset Management first reported a position in Credit Suisse Group in Q1 2018 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.