FFA
CS

Founders Financial Alliance’s Credit Suisse Group CS Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-962
Closed -$10K – 1334
2020
Q3 		$10K Buy
+962
New +$10.3K 0.01% 778

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Alliance's CS Position: Q4 2020 in Review

Founders Financial Alliance sold out of Credit Suisse Group (CS) in Q4 2020, closing a stake of 962 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in CS in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 200 funds tracked by Wall St. Rank hold CS as of Q4 2020.

  • Founders Financial Alliance reported no remaining Credit Suisse Group position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 962 Credit Suisse Group shares in Q4 2020, an estimated $10K.
  • Founders Financial Alliance first reported a position in Credit Suisse Group in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Credit Suisse Group position peaked at $10K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.