HGWM
CS

Harvest Group Wealth Management’s Credit Suisse Group CS Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-1,350
Closed -$17K – 782
2020
Q4 		$17K Buy
+1,350
New +$15.6K 0.01% 188

Other funds holding CS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Group Wealth Management's CS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Credit Suisse Group (CS) in Q1 2021, closing a stake of 1,350 shares — an estimated $17K sold.

Harvest Group Wealth Management first reported a position in CS in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 206 funds tracked by Wall St. Rank hold CS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Credit Suisse Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,350 Credit Suisse Group shares in Q1 2021, an estimated $17K.
  • Harvest Group Wealth Management first reported a position in Credit Suisse Group in Q4 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Credit Suisse Group position peaked at $17K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.