FourThought Financial’s Credit Suisse Group CS Stock Holding History

FourThought Financial’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	$1K	Sell	185 -146	-44%	-$770	﹤0.01%	1477
2022 Q2	$2K	Sell	331 -128	-28%	-$869	﹤0.01%	1378
2022 Q1	$4K	Hold	459	–	–	﹤0.01%	1269
2021 Q4	$4K	Hold	459	–	–	﹤0.01%	1282
2021 Q3	$4K	Sell	459 -163	-26%	-$1.67K	﹤0.01%	1284
2021 Q2	$6K	Sell	622 -556	-47%	-$5.9K	﹤0.01%	1205
2021 Q1	$12K	Hold	1,178	–	–	﹤0.01%	1025
2020 Q4	$15K	Buy	+1,178	New	+$13.6K	﹤0.01%	945

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

FourThought Financial's CS Position: Q3 2022 in Review

FourThought Financial reduced its Credit Suisse Group (CS) stake by 44% in Q3 2022, selling an estimated $770 and leaving 185 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

FourThought Financial first reported a position in CS in Q4 2020 and has held it in 8 quarters since. The position peaked at $15K in Q4 2020. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

FourThought Financial held 185 shares of Credit Suisse Group worth $1K as of Q3 2022.
FourThought Financial sold 146 Credit Suisse Group shares in Q3 2022, an estimated $770.
Credit Suisse Group made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1477 holding.
FourThought Financial first reported a position in Credit Suisse Group in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Credit Suisse Group position peaked at $15K in Q4 2020.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.