GIA
CS

GHP Investment Advisors’s Credit Suisse Group CS Stock Holding History

GHP Investment Advisors’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
Q2 		– Sell
-970
Closed -$864 – 982
2023
Q1 		$864 Hold
970
– – ﹤0.01% 869
2022
Q4 		$2.95K Hold
970
– – ﹤0.01% 808
2022
Q3 		$4K Hold
970
– – ﹤0.01% 803
2022
Q2 		$5K Hold
970
– – ﹤0.01% 810
2022
Q1 		$8K Buy
+970
New +$8.61K ﹤0.01% 770

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

GHP Investment Advisors's CS Position: Q2 2023 in Review

GHP Investment Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 970 shares — an estimated $864 sold.

GHP Investment Advisors first reported a position in CS in Q1 2022 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • GHP Investment Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 970 Credit Suisse Group shares in Q2 2023, an estimated $864.
  • GHP Investment Advisors first reported a position in Credit Suisse Group in Q1 2022 and held it in 5 quarters.
  • GHP Investment Advisors's Credit Suisse Group position peaked at $8K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on GHP Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.