HighTower Advisors’s Credit Suisse Group CS Stock Holding History

HighTower Advisors’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
2019 Q1	–	Sell	-500	Closed	-$2K	–	2455
2018 Q4	$2K	Hold	500	–	–	﹤0.01%	2180
2018 Q3	$2K	Buy	+500	New	+$7.62K	﹤0.01%	2255

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

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.