Insigneo Advisory Services’s Credit Suisse Group CS Stock Holding History

Insigneo Advisory Services’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	-82,762	Closed	-$73.6K	–	360
2023 Q1	$73.6K	Buy	+82,762	New	+$231K	0.02%	278

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

Insigneo Advisory Services's CS Position: Q2 2023 in Review

Insigneo Advisory Services sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 82,762 shares — an estimated $73.6K sold.

Insigneo Advisory Services first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $73.6K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Insigneo Advisory Services reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Insigneo Advisory Services sold 82,762 Credit Suisse Group shares in Q2 2023, an estimated $73.6K.
Insigneo Advisory Services first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
Insigneo Advisory Services's Credit Suisse Group position peaked at $73.6K in Q1 2023.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Insigneo Advisory Services's 13F filing for Q2 2023, filed 14 Aug 2023.