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
2023 Q1	–	Sell	-3	Closed	-$16	–	1756
2022 Q4	$16	Buy	+3	New	+$12	﹤0.01%	1343
2021 Q2	–	Sell	-970	Closed	-$10.3K	–	1033
2021 Q1	$10.3K	Sell	970 -22	-2%	-$298	0.21%	73
2020 Q4	$13K	Buy	+992	New	+$11.5K	0.01%	163
2020 Q2	–	Sell	-11	Closed	-$85	–	990
2020 Q1	$85	Sell	11 -27	-71%	-$314	﹤0.01%	909
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

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

Financial Gravity Asset Management's CS Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 3 shares — an estimated $16 sold.

Financial Gravity Asset Management first reported a position in CS in Q1 2018 and held it in 11 quarters. The position peaked at $13K in Q4 2020. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Financial Gravity Asset Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Credit Suisse Group shares in Q1 2023, an estimated $16.
Financial Gravity Asset Management first reported a position in Credit Suisse Group in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Credit Suisse Group position peaked at $13K in Q4 2020.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.