GPS Wealth Strategies Group’s Credit Suisse Group CS Stock Holding History

GPS Wealth Strategies Group’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	-7,000	Closed	-$6.23K	–	1319
2023 Q1	$6.23K	Buy	+7,000	New	+$19.5K	﹤0.01%	936
2021 Q4	–	Sell	-310	Closed	-$3K	–	1127
2021 Q3	$3K	Hold	310	–	–	﹤0.01%	928
2021 Q2	$3K	Hold	310	–	–	﹤0.01%	943
2021 Q1	$3K	Buy	+310	New	+$4.2K	﹤0.01%	845

Other funds holding CS

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

GPS Wealth Strategies Group's CS Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 7,000 shares — an estimated $6.23K sold.

GPS Wealth Strategies Group first reported a position in CS in Q1 2021 and held it in 4 quarters. The position peaked at $6.23K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

GPS Wealth Strategies Group reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 7,000 Credit Suisse Group shares in Q2 2023, an estimated $6.23K.
GPS Wealth Strategies Group first reported a position in Credit Suisse Group in Q1 2021 and held it in 4 quarters.
GPS Wealth Strategies Group's Credit Suisse Group position peaked at $6.23K in Q1 2023.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.