Forum Financial Management’s Credit Suisse Group CS Stock Holding History

Forum Financial 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	-39,851	Closed	-$121K	–	646
2022 Q4	$121K	Hold	39,851	–	–	﹤0.01%	566
2022 Q3	$156K	Hold	39,851	–	–	0.01%	505
2022 Q2	$226K	Hold	39,851	–	–	0.01%	465
2022 Q1	$312K	Hold	39,851	–	–	0.02%	377
2021 Q4	$384K	Buy	+39,851	New	+$398K	0.02%	322

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

Forum Financial Management's CS Position: Q1 2023 in Review

Forum Financial Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 39,851 shares — an estimated $121K sold.

Forum Financial Management first reported a position in CS in Q4 2021 and held it in 5 quarters. The position peaked at $384K in Q4 2021. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Forum Financial Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Forum Financial Management sold 39,851 Credit Suisse Group shares in Q1 2023, an estimated $121K.
Forum Financial Management first reported a position in Credit Suisse Group in Q4 2021 and held it in 5 quarters.
Forum Financial Management's Credit Suisse Group position peaked at $384K in Q4 2021.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Forum Financial Management's 13F filing for Q1 2023, filed 19 Apr 2023.