FSWA
CS

Financial Synergies Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Financial Synergies 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
Q4 		– Sell
-300
Closed -$1.18K – 508
2022
Q3 		$1.18K Buy
+300
New +$1.58K ﹤0.01% 281

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Synergies Wealth Advisors's CS Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Credit Suisse Group (CS) in Q4 2022, closing a stake of 300 shares — an estimated $1.18K sold.

Financial Synergies Wealth Advisors first reported a position in CS in Q3 2022 and held it in 1 quarter. The position peaked at $1.18K in Q3 2022. 183 funds tracked by Wall St. Rank hold CS as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Credit Suisse Group position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 300 Credit Suisse Group shares in Q4 2022, an estimated $1.18K.
  • Financial Synergies Wealth Advisors first reported a position in Credit Suisse Group in Q3 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Credit Suisse Group position peaked at $1.18K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.