IFP 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
Q3 | – | Sell |
-7,264
| Closed | -$6.43K | – | 3618 |
|
|
2023
Q2 | $6.43K | Sell |
7,264
-6,720
| -48% | -$5.9K | ﹤0.01% | 2450 |
|
|
2023
Q1 | $315K | Buy |
13,984
+6,166
| +79% | +$17.2K | 0.01% | 754 |
|
|
2022
Q4 | $176K | Buy |
7,818
+500
| +7% | +$1.95K | ﹤0.01% | 1422 |
|
|
2022
Q3 | $166K | Buy |
7,318
+3,351
| +84% | +$17.7K | ﹤0.01% | 1529 |
|
|
2022
Q2 | $91K | Hold |
3,967
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q1 | $91K | Buy |
3,967
+2,950
| +290% | +$26.2K | ﹤0.01% | 1751 |
|
|
2021
Q4 | $11K | Buy |
+1,017
| New | +$10.2K | ﹤0.01% | 2201 |
|
|
2020
Q1 | – | Sell |
-374
| Closed | -$4.35K | – | 3067 |
|
|
2019
Q4 | $5K | Sell |
374
-26
| -7% | -$332 | ﹤0.01% | 2209 |
|
|
2019
Q3 | $5K | Buy |
+400
| New | +$4.81K | ﹤0.01% | 2366 |
|
|
2019
Q1 | $0 | Sell |
26
-2,781
| -99% | -$33.2K | ﹤0.01% | 3616 |
|
|
2018
Q4 | $31K | Sell |
2,807
-288
| -9% | -$3.56K | ﹤0.01% | 1888 |
|
|
2018
Q3 | $46K | Buy |
3,095
+240
| +8% | +$3.66K | ﹤0.01% | 1942 |
|
|
2018
Q2 | $42K | Buy |
2,855
+270
| +10% | +$4.35K | ﹤0.01% | 2029 |
|
|
2018
Q1 | $46K | Hold |
2,585
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q4 | $46K | Sell |
2,585
-67
| -3% | -$1.11K | ﹤0.01% | 1889 |
|
|
2017
Q3 | $42K | Buy |
2,652
+177
| +7% | +$2.69K | ﹤0.01% | 2101 |
|
|
2017
Q2 | $36K | Buy |
2,475
+449
| +22% | +$6.48K | ﹤0.01% | 2192 |
|
|
2017
Q1 | $30K | Sell |
2,026
-127
| -6% | -$1.94K | ﹤0.01% | 2245 |
|
|
2016
Q4 | $31K | Sell |
2,153
-6
| -0.3% | -$84 | ﹤0.01% | 2184 |
|
|
2016
Q3 | $28K | Sell |
2,159
-861
| -29% | -$10.4K | ﹤0.01% | 2199 |
|
|
2016
Q2 | $32K | Buy |
3,020
+2,994
| +11,515% | +$40.8K | ﹤0.01% | 2042 |
|
|
2016
Q1 | $0 | Sell |
26
-1,343
| -98% | -$21.3K | ﹤0.01% | 3605 |
|
|
2015
Q4 | $30K | Buy |
+1,369
| New | +$32K | ﹤0.01% | 1928 |
|
Other funds holding CS
IFP Advisors's CS Position: Q3 2023 in Review
IFP Advisors sold out of Credit Suisse Group (CS) in Q3 2023, closing a stake of 7,264 shares — an estimated $6.43K sold.
IFP Advisors first reported a position in CS in Q4 2015 and held it in 23 quarters. The position peaked at $315K in Q1 2023. 1 fund tracked by Wall St. Rank holds CS as of Q3 2023.
- IFP Advisors reported no remaining Credit Suisse Group position as of Q3 2023 after selling out during the quarter.
- IFP Advisors sold 7,264 Credit Suisse Group shares in Q3 2023, an estimated $6.43K.
- IFP Advisors first reported a position in Credit Suisse Group in Q4 2015 and held it in 23 quarters.
- IFP Advisors's Credit Suisse Group position peaked at $315K in Q1 2023.
- 1 fund tracked by Wall St. Rank held Credit Suisse Group as of Q3 2023.
Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.