GRP
CS

Global Retirement Partners’s Credit Suisse Group CS Stock Holding History

Global Retirement Partners’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
-307
Closed -$263 – 3276
2023
Q1 		$263 Hold
307
– – ﹤0.01% 3055
2022
Q4 		$933 Sell
307
-637
-67% -$2.48K ﹤0.01% 2616
2022
Q3 		$4K Buy
944
+564
+148% +$2.98K ﹤0.01% 2055
2022
Q2 		$2K Sell
380
-123
-24% -$835 ﹤0.01% 2315
2022
Q1 		$4K Buy
+503
New +$4.46K ﹤0.01% 2009
2021
Q4 		– Sell
-100
Closed -$1K – 1959
2021
Q3 		$1K Hold
100
– – ﹤0.01% 1963
2021
Q2 		$1K Sell
100
-400
-80% -$4.25K ﹤0.01% 1846
2021
Q1 		$5K Sell
500
-590
-54% -$7.99K ﹤0.01% 1499
2020
Q4 		$14K Buy
1,090
+923
+553% +$10.7K ﹤0.01% 1174
2020
Q3 		$2K Buy
167
+67
+67% +$718 ﹤0.01% 1528
2020
Q2 		$1K Buy
+100
New +$898 ﹤0.01% 1580
2019
Q3 		– Sell
-91
Closed -$1K – 1710
2019
Q2 		$1K Sell
91
-85
-48% -$1.03K ﹤0.01% 1560
2019
Q1 		$2K Sell
176
-109
-38% -$1.3K ﹤0.01% 1421
2018
Q4 		$3K Sell
285
-348
-55% -$4.3K ﹤0.01% 1300
2018
Q3 		$9K Buy
633
+178
+39% +$2.71K ﹤0.01% 1080
2018
Q2 		$7K Hold
455
– – ﹤0.01% 1116
2018
Q1 		$8K Buy
455
+184
+68% +$3.37K ﹤0.01% 1040
2017
Q4 		$5K Sell
271
-99
-27% -$1.64K ﹤0.01% 1132
2017
Q3 		$6K Sell
370
-104
-22% -$1.58K ﹤0.01% 977
2017
Q2 		$7K Buy
474
+181
+62% +$2.61K ﹤0.01% 879
2017
Q1 		$4K Hold
293
– – ﹤0.01% 961
2016
Q4 		$4K Buy
+293
New +$4.11K ﹤0.01% 892

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

Global Retirement Partners's CS Position: Q2 2023 in Review

Global Retirement Partners sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 307 shares — an estimated $263 sold.

Global Retirement Partners first reported a position in CS in Q4 2016 and held it in 22 quarters. The position peaked at $14K in Q4 2020. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Global Retirement Partners reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Global Retirement Partners sold 307 Credit Suisse Group shares in Q2 2023, an estimated $263.
  • Global Retirement Partners first reported a position in Credit Suisse Group in Q4 2016 and held it in 22 quarters.
  • Global Retirement Partners's Credit Suisse Group position peaked at $14K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.