HighTower Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,881
| Closed | -$9K | – | 3789 |
|
|
2023
Q1 | $9K | Buy |
+10,881
| New | +$30.4K | ﹤0.01% | 3200 |
|
|
2022
Q4 | – | Sell |
-14,653
| Closed | -$56K | – | 3578 |
|
|
2022
Q3 | $56K | Sell |
14,653
-582
| -4% | -$3.07K | ﹤0.01% | 2866 |
|
|
2022
Q2 | $85K | Sell |
15,235
-1,910
| -11% | -$13K | ﹤0.01% | 2825 |
|
|
2022
Q1 | $135K | Buy |
+17,145
| New | +$152K | ﹤0.01% | 2927 |
|
|
2019
Q1 | – | Sell |
-22,281
| Closed | -$240K | – | 2456 |
|
|
2018
Q4 | $240K | Sell |
22,281
-39,489
| -64% | -$488K | ﹤0.01% | 1726 |
|
|
2018
Q3 | $902K | Sell |
61,770
-53,018
| -46% | -$808K | 0.01% | 1173 |
|
|
2018
Q2 | $1.71M | Sell |
114,788
-297,169
| -72% | -$4.79M | 0.01% | 910 |
|
|
2018
Q1 | $6.93M | Buy |
411,957
+43,620
| +12% | +$799K | 0.06% | 363 |
|
|
2017
Q4 | $6.58M | Buy |
368,337
+6,043
| +2% | +$99.9K | 0.05% | 387 |
|
|
2017
Q3 | $5.72M | Buy |
362,294
+339,211
| +1,470% | +$5.15M | 0.05% | 421 |
|
|
2017
Q2 | $335K | Buy |
+23,083
| New | +$333K | ﹤0.01% | 1559 |
|
|
2016
Q4 | – | Sell |
-16,215
| Closed | -$214K | – | 2065 |
|
|
2016
Q3 | $214K | Buy |
+16,215
| New | +$196K | ﹤0.01% | 1608 |
|
|
2016
Q2 | – | Sell |
-27,147
| Closed | -$385K | – | 2071 |
|
|
2016
Q1 | $385K | Buy |
27,147
+6,661
| +33% | +$106K | ﹤0.01% | 1492 |
|
|
2015
Q4 | $445K | Buy |
20,486
+8,640
| +73% | +$202K | 0.01% | 1379 |
|
|
2015
Q3 | $288K | Sell |
11,846
-23,594
| -67% | -$648K | ﹤0.01% | 1471 |
|
|
2015
Q2 | $982K | Buy |
+35,440
| New | +$958K | 0.02% | 762 |
|
|
2014
Q4 | – | Sell |
-130,279
| Closed | -$3.6M | – | 1673 |
|
|
2014
Q3 | $3.6M | Sell |
130,279
-70,121
| -35% | -$1.96M | 0.06% | 348 |
|
|
2014
Q2 | $5.68M | Buy |
+200,400
| New | +$6.13M | 0.1% | 224 |
|
Other funds holding CS
HighTower Advisors's CS Position: Q2 2023 in Review
HighTower Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 10,881 shares — an estimated $9K sold.
HighTower Advisors first reported a position in CS in Q2 2014 and held it in 18 quarters. The position peaked at $6.93M in Q1 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.
- HighTower Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
- HighTower Advisors sold 10,881 Credit Suisse Group shares in Q2 2023, an estimated $9K.
- HighTower Advisors first reported a position in Credit Suisse Group in Q2 2014 and held it in 18 quarters.
- HighTower Advisors's Credit Suisse Group position peaked at $6.93M in Q1 2018.
- 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.
Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.