HFS
CS

Hantz Financial Services’s Credit Suisse Group CS Stock Holding History

Hantz Financial 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
-676
Closed -$1K – 1208
2023
Q1 		$1K Sell
676
-270,872
-100% -$756K ﹤0.01% 1090
2022
Q4 		$826K Buy
271,548
+12,727
+5% +$49.5K 0.02% 407
2022
Q3 		$1.01M Buy
258,821
+5,684
+2% +$30K 0.04% 352
2022
Q2 		$1.44M Buy
253,137
+32,110
+15% +$218K 0.05% 318
2022
Q1 		$1.74M Buy
221,027
+85,898
+64% +$762K 0.05% 304
2021
Q4 		$1.3M Buy
135,129
+8,229
+6% +$82.2K 0.04% 329
2021
Q3 		$1.25M Buy
126,900
+19,778
+18% +$202K 0.04% 315
2021
Q2 		$1.12M Buy
107,122
+10,668
+11% +$113K 0.04% 305
2021
Q1 		$1.02M Buy
+96,454
New +$1.31M 0.04% 279

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

Hantz Financial Services's CS Position: Q2 2023 in Review

Hantz Financial Services sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 676 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in CS in Q1 2021 and held it in 9 quarters. The position peaked at $1.74M in Q1 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Hantz Financial Services reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Hantz Financial Services sold 676 Credit Suisse Group shares in Q2 2023, an estimated $1K.
  • Hantz Financial Services first reported a position in Credit Suisse Group in Q1 2021 and held it in 9 quarters.
  • Hantz Financial Services's Credit Suisse Group position peaked at $1.74M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Hantz Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.