Freestone Capital Holdings’s Credit Suisse Group CS Stock Holding History

Freestone Capital Holdings’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 Q2	–	Sell	-35,167	Closed	-$276K	–	603
2022 Q1	$276K	Buy	+35,167	New	+$312K	0.01%	483
2021 Q1	–	Sell	-800	Closed	-$10.2K	–	1216
2020 Q4	$10.2K	Hold	800	–	–	﹤0.01%	850
2020 Q3	$7.98K	Buy	+800	New	+$8.57K	﹤0.01%	792
2016 Q2	–	Sell	-11,041	Closed	-$156K	–	339
2016 Q1	$156K	Sell	11,041 -27	-0.2%	-$429	0.02%	312
2015 Q4	$240K	Buy	+11,068	New	+$258K	0.02%	318
2014 Q1	–	Sell	-10,885	Closed	-$338K	–	308
2013 Q4	$338K	Sell	10,885 -690	-6%	-$20.9K	0.06%	228
2013 Q3	$354K	Buy	11,575 +223	+2%	+$6.63K	0.06%	262
2013 Q2	$300K	Buy	+11,352	New	+$319K	0.06%	249

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Freestone Capital Holdings's CS Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 35,167 shares — an estimated $276K sold.

Freestone Capital Holdings first reported a position in CS in Q2 2013 and held it in 8 quarters. The position peaked at $354K in Q3 2013. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Freestone Capital Holdings reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 35,167 Credit Suisse Group shares in Q2 2022, an estimated $276K.
Freestone Capital Holdings first reported a position in Credit Suisse Group in Q2 2013 and held it in 8 quarters.
Freestone Capital Holdings's Credit Suisse Group position peaked at $354K in Q3 2013.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.