FinTrust Capital Advisors’s Credit Suisse Group CS Stock Holding History

FinTrust Capital 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 Q3	–	Sell	-366	Closed	-$2K	–	1304
2022 Q2	$2K	Sell	366 -710	-66%	-$4.82K	﹤0.01%	1151
2022 Q1	$8K	Buy	1,076 +115	+12%	+$1.02K	﹤0.01%	1008
2021 Q4	$9K	Buy	961 +176	+22%	+$1.76K	﹤0.01%	945
2021 Q3	$8K	Hold	785	–	–	﹤0.01%	965
2021 Q2	$8K	Buy	785 +691	+735%	+$7.34K	﹤0.01%	983
2021 Q1	$1K	Hold	94	–	–	﹤0.01%	1134
2020 Q4	$1K	Buy	+94	New	+$1.09K	﹤0.01%	1064
2019 Q2	–	Sell	-695	Closed	-$8K	–	1299
2019 Q1	$8K	Buy	695 +150	+28%	+$1.79K	﹤0.01%	844
2018 Q4	$6K	Buy	+545	New	+$6.74K	﹤0.01%	901

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FinTrust Capital Advisors's CS Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 366 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in CS in Q4 2018 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

FinTrust Capital Advisors reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 366 Credit Suisse Group shares in Q3 2022, an estimated $2K.
FinTrust Capital Advisors first reported a position in Credit Suisse Group in Q4 2018 and held it in 9 quarters.
FinTrust Capital Advisors's Credit Suisse Group position peaked at $9K in Q4 2021.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.