GM
CS

GeoWealth Management’s Credit Suisse Group CS Stock Holding History

GeoWealth 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
2020
Q3 		– Sell
-24,100
Closed -$248K – 191
2020
Q2 		$248K Buy
+24,100
New +$216K 0.1% 137
2020
Q1 		– Sell
-25,606
Closed -$345K – 126
2019
Q4 		$345K Buy
+25,606
New +$327K 0.19% 71

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GeoWealth Management's CS Position: Q3 2020 in Review

GeoWealth Management sold out of Credit Suisse Group (CS) in Q3 2020, closing a stake of 24,100 shares — an estimated $248K sold.

GeoWealth Management first reported a position in CS in Q4 2019 and held it in 2 quarters. The position peaked at $345K in Q4 2019. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

  • GeoWealth Management reported no remaining Credit Suisse Group position as of Q3 2020 after selling out during the quarter.
  • GeoWealth Management sold 24,100 Credit Suisse Group shares in Q3 2020, an estimated $248K.
  • GeoWealth Management first reported a position in Credit Suisse Group in Q4 2019 and held it in 2 quarters.
  • GeoWealth Management's Credit Suisse Group position peaked at $345K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on GeoWealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.