Hartford Financial Management’s Credit Suisse Group CS Stock Holding History

Hartford Financial Management’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	-1,000	Closed	-$890	–	386
2023 Q1	$890	Hold	1,000	–	–	﹤0.01%	370
2022 Q4	$3.04K	Buy	+1,000	New	+$3.89K	﹤0.01%	327

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

Hartford Financial Management's CS Position: Q2 2023 in Review

Hartford Financial Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,000 shares — an estimated $890 sold.

Hartford Financial Management first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $3.04K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Hartford Financial Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Hartford Financial Management sold 1,000 Credit Suisse Group shares in Q2 2023, an estimated $890.
Hartford Financial Management first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
Hartford Financial Management's Credit Suisse Group position peaked at $3.04K in Q4 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Hartford Financial Management's 13F filing for Q2 2023, filed 27 Jul 2023.