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
2017
Q2 		– Sell
-9,000
Closed -$7K – 751
2017
Q1 		$7K Hold
9,000
– – ﹤0.01% 518
2016
Q4 		$20K Buy
+9,000
New +$126K 0.01% 377

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.