GI
CS

Gradient Investments’s Credit Suisse Group CS Stock Holding History

Gradient Investments’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
-500
Closed -$445 – 1916
2023
Q1 		$445 Buy
+500
New +$1.4K ﹤0.01% 1293
2020
Q1 		– Sell
-98
Closed -$1K – 1285
2019
Q4 		$1K Hold
98
– – ﹤0.01% 1072
2019
Q3 		$1K Hold
98
– – ﹤0.01% 1076
2019
Q2 		$1K Hold
98
– – ﹤0.01% 1000
2019
Q1 		$1K Sell
98
-224
-70% -$2.67K ﹤0.01% 840
2018
Q4 		$3K Sell
322
-154,991
-100% -$1.92M ﹤0.01% 798
2018
Q3 		$2.32M Buy
155,313
+17,801
+13% +$271K 0.12% 111
2018
Q2 		$2.05M Buy
137,512
+21,615
+19% +$348K 0.11% 120
2018
Q1 		$1.95M Buy
115,897
+11,155
+11% +$204K 0.11% 120
2017
Q4 		$1.87M Buy
104,742
+22,982
+28% +$380K 0.11% 100
2017
Q3 		$1.29M Buy
81,760
+27,827
+52% +$422K 0.08% 102
2017
Q2 		$787K Buy
53,933
+36,883
+216% +$532K 0.06% 116
2017
Q1 		$253K Buy
17,050
+16,947
+16,453% +$259K 0.02% 210
2016
Q4 		$1K Buy
+103
New +$1.44K ﹤0.01% 705

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

Gradient Investments's CS Position: Q2 2023 in Review

Gradient Investments sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 500 shares — an estimated $445 sold.

Gradient Investments first reported a position in CS in Q4 2016 and held it in 14 quarters. The position peaked at $2.32M in Q3 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Gradient Investments reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 500 Credit Suisse Group shares in Q2 2023, an estimated $445.
  • Gradient Investments first reported a position in Credit Suisse Group in Q4 2016 and held it in 14 quarters.
  • Gradient Investments's Credit Suisse Group position peaked at $2.32M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.