FWM
CS

Focused Wealth Management’s Credit Suisse Group CS Stock Holding History

Focused Wealth 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
Q2 		– Sell
-19,022
Closed -$16.9K – 1134
2023
Q1 		$16.9K Buy
19,022
+516
+3% +$1.44K ﹤0.01% 461
2022
Q4 		$56.3K Sell
18,506
-35
-0.2% -$136 0.01% 289
2022
Q3 		$73K Buy
18,541
+7,450
+67% +$39.3K 0.02% 220
2022
Q2 		$63K Hold
11,091
– – 0.01% 259
2022
Q1 		$87K Buy
11,091
+10,000
+917% +$88.8K 0.01% 225
2021
Q4 		$11K Hold
1,091
– – ﹤0.01% 582
2021
Q3 		$11K Sell
1,091
-125
-10% -$1.28K ﹤0.01% 594
2021
Q2 		$13K Sell
1,216
-1,530
-56% -$16.2K ﹤0.01% 575
2021
Q1 		$29K Hold
2,746
– – 0.01% 446
2020
Q4 		$35K Sell
2,746
-500
-15% -$5.79K 0.01% 391
2020
Q3 		$32K Hold
3,246
– – 0.01% 367
2020
Q2 		$33K Hold
3,246
– – 0.01% 349
2020
Q1 		$26K Sell
3,246
-250
-7% -$2.91K 0.01% 342
2019
Q4 		$47K Sell
3,496
-2,191
-39% -$28K 0.01% 323
2019
Q3 		$69K Hold
5,687
– – 0.02% 272
2019
Q2 		$68K Sell
5,687
-100
-2% -$1.22K 0.02% 286
2019
Q1 		$67K Sell
5,787
-20,403
-78% -$243K 0.02% 264
2018
Q4 		$284K Buy
26,190
+19,161
+273% +$237K 0.1% 114
2018
Q3 		$105K Sell
7,029
-38,398
-85% -$585K 0.04% 224
2018
Q2 		$676K Sell
45,427
-37,318
-45% -$601K 0.23% 70
2018
Q1 		$1.39M Buy
82,745
+4,258
+5% +$78K 0.44% 41
2017
Q4 		$1.4M Buy
78,487
+33,750
+75% +$558K 0.45% 37
2017
Q3 		$707K Buy
44,737
+10,781
+32% +$164K 0.24% 65
2017
Q2 		$496K Sell
33,956
-272
-0.8% -$3.93K 0.19% 75
2017
Q1 		$508K Buy
34,228
+770
+2% +$11.8K 0.2% 77
2016
Q4 		$479K Sell
33,458
-12,466
-27% -$175K 0.2% 74
2016
Q3 		$603K Buy
45,924
+3,697
+9% +$44.7K 0.27% 59
2016
Q2 		$452K Buy
42,227
+10,375
+33% +$141K 0.21% 74
2016
Q1 		$450K Buy
31,852
+1,205
+4% +$19.1K 0.25% 68
2015
Q4 		$665K Buy
30,647
+24,137
+371% +$563K 0.38% 42
2015
Q3 		$156K Buy
6,510
+5,010
+334% +$138K 0.1% 113
2015
Q2 		$41K Buy
+1,500
New +$40.6K 0.03% 230

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Focused Wealth Management's CS Position: Q2 2023 in Review

Focused Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 19,022 shares — an estimated $16.9K sold.

Focused Wealth Management first reported a position in CS in Q2 2015 and held it in 32 quarters. The position peaked at $1.4M in Q4 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Focused Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 19,022 Credit Suisse Group shares in Q2 2023, an estimated $16.9K.
  • Focused Wealth Management first reported a position in Credit Suisse Group in Q2 2015 and held it in 32 quarters.
  • Focused Wealth Management's Credit Suisse Group position peaked at $1.4M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.