Harbour Investments’s Credit Suisse Group CS Stock Holding History

Harbour 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	-5,000	Closed	-$4.45K	–	3147
2023 Q1	$4.45K	Buy	5,000 +4,530	+964%	+$12.6K	﹤0.01%	2315
2022 Q4	$1.43K	Buy	470 +72	+18%	+$280	﹤0.01%	2599
2022 Q3	$2K	Hold	398	–	–	﹤0.01%	2514
2022 Q2	$2K	Buy	+398	New	+$2.7K	﹤0.01%	2514
2021 Q4	$4K	Sell	398 -1,974	-83%	-$19.7K	﹤0.01%	2278
2021 Q3	$23K	Sell	2,372 -171	-7%	-$1.75K	﹤0.01%	2234
2021 Q2	$27K	Sell	2,543 -2,676	-51%	-$28.4K	﹤0.01%	2179
2021 Q1	$55K	Buy	+5,219	New	+$70.7K	﹤0.01%	1648

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

Harbour Investments's CS Position: Q2 2023 in Review

Harbour Investments sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 5,000 shares — an estimated $4.45K sold.

Harbour Investments first reported a position in CS in Q1 2021 and held it in 8 quarters. The position peaked at $55K in Q1 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Harbour Investments reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 5,000 Credit Suisse Group shares in Q2 2023, an estimated $4.45K.
Harbour Investments first reported a position in Credit Suisse Group in Q1 2021 and held it in 8 quarters.
Harbour Investments's Credit Suisse Group position peaked at $55K in Q1 2021.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.