GWS
CS

Glassman Wealth Services’s Credit Suisse Group CS Stock Holding History

Glassman Wealth Services’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
-1,793
Closed -$1.59K – 2042
2023
Q1 		$1.59K Sell
1,793
-161
-8% -$449 ﹤0.01% 1307
2022
Q4 		$5.94K Sell
1,954
-534
-21% -$2.08K ﹤0.01% 979
2022
Q3 		$10K Buy
2,488
+197
+9% +$1.04K ﹤0.01% 809
2022
Q2 		$13K Buy
2,291
+1,601
+232% +$10.9K ﹤0.01% 744
2022
Q1 		$5K Sell
690
-1,147
-62% -$10.2K ﹤0.01% 1028
2021
Q4 		$18K Buy
1,837
+430
+31% +$4.3K ﹤0.01% 640
2021
Q3 		$14K Buy
1,407
+296
+27% +$3.02K ﹤0.01% 684
2021
Q2 		$12K Sell
1,111
-156
-12% -$1.66K ﹤0.01% 718
2021
Q1 		$13K Buy
1,267
+64
+5% +$867 ﹤0.01% 659
2020
Q4 		$15K Buy
1,203
+336
+39% +$3.89K ﹤0.01% 617
2020
Q3 		$9K Buy
867
+394
+83% +$4.22K ﹤0.01% 660
2020
Q2 		$5K Buy
+473
New +$4.25K ﹤0.01% 647
2020
Q1 		– Sell
-43
Closed -$1K – 1677
2019
Q4 		$1K Buy
+43
New +$550 ﹤0.01% 1098
2018
Q4 		– Sell
-78
Closed -$1K – 1028
2018
Q3 		$1K Buy
+78
New +$1.19K ﹤0.01% 767
2016
Q3 		– Sell
-281
Closed -$3K – 609
2016
Q2 		$3K Hold
281
– – ﹤0.01% 404
2016
Q1 		$4K Hold
281
– – ﹤0.01% 390
2015
Q4 		$6K Hold
281
– – 0.01% 363
2015
Q3 		$7K Hold
281
– – 0.01% 344
2015
Q2 		$8K Hold
281
– – 0.01% 350
2015
Q1 		$8K Hold
281
– – 0.01% 359
2014
Q4 		$7K Buy
+281
New +$7.37K 0.01% 407

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

Glassman Wealth Services's CS Position: Q2 2023 in Review

Glassman Wealth Services sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,793 shares — an estimated $1.59K sold.

Glassman Wealth Services first reported a position in CS in Q4 2014 and held it in 21 quarters. The position peaked at $18K in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Glassman Wealth Services reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 1,793 Credit Suisse Group shares in Q2 2023, an estimated $1.59K.
  • Glassman Wealth Services first reported a position in Credit Suisse Group in Q4 2014 and held it in 21 quarters.
  • Glassman Wealth Services's Credit Suisse Group position peaked at $18K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.