IPG Investment 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 |
-105,940
| Closed | -$94.3K | – | 195 |
|
|
2023
Q1 | $94.3K | Buy |
+105,940
| New | +$296K | 0.02% | 153 |
|
|
2021
Q1 | – | Sell |
-57,440
| Closed | -$735K | – | 218 |
|
|
2020
Q4 | $735K | Buy |
+57,440
| New | +$665K | 0.17% | 76 |
|
|
2020
Q3 | – | Sell |
-91,440
| Closed | -$943K | – | 173 |
|
|
2020
Q2 | $943K | Buy |
91,440
+9,000
| +11% | +$80.8K | 0.32% | 49 |
|
|
2020
Q1 | $667K | Buy |
82,440
+30,000
| +57% | +$349K | 0.28% | 57 |
|
|
2019
Q4 | $705K | Sell |
52,440
-10,000
| -16% | -$128K | 0.22% | 64 |
|
|
2019
Q3 | $762K | Sell |
62,440
-2,500
| -4% | -$30.1K | 0.27% | 56 |
|
|
2019
Q2 | $777K | Buy |
64,940
+3,000
| +5% | +$36.5K | 0.28% | 55 |
|
|
2019
Q1 | $722K | Hold |
61,940
| – | – | 0.25% | 58 |
|
|
2018
Q4 | $673K | Hold |
61,940
| – | – | 0.26% | 52 |
|
|
2018
Q3 | $925K | Buy |
61,940
+2,000
| +3% | +$30.5K | 0.3% | 52 |
|
|
2018
Q2 | $892K | Hold |
59,940
| – | – | 0.31% | 49 |
|
|
2018
Q1 | $1.01M | Sell |
59,940
-5,000
| -8% | -$91.6K | 0.33% | 44 |
|
|
2017
Q4 | $1.16M | Sell |
64,940
-9,000
| -12% | -$149K | 0.48% | 38 |
|
|
2017
Q3 | $1.17M | Sell |
73,940
-3,000
| -4% | -$45.5K | 0.4% | 43 |
|
|
2017
Q2 | $1.12M | Buy |
+76,940
| New | +$1.11M | 0.45% | 38 |
|
|
2017
Q1 | – | Sell |
-159,440
| Closed | -$2.28M | – | 157 |
|
|
2016
Q4 | $2.28M | Buy |
159,440
+72,000
| +82% | +$1.01M | 0.93% | 26 |
|
|
2016
Q3 | $1.15M | Buy |
+87,440
| New | +$1.06M | 0.48% | 39 |
|
Other funds holding CS
IPG Investment Advisors's CS Position: Q2 2023 in Review
IPG Investment Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 105,940 shares — an estimated $94.3K sold.
IPG Investment Advisors first reported a position in CS in Q3 2016 and held it in 17 quarters. The position peaked at $2.28M in Q4 2016. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.
- IPG Investment Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
- IPG Investment Advisors sold 105,940 Credit Suisse Group shares in Q2 2023, an estimated $94.3K.
- IPG Investment Advisors first reported a position in Credit Suisse Group in Q3 2016 and held it in 17 quarters.
- IPG Investment Advisors's Credit Suisse Group position peaked at $2.28M in Q4 2016.
- 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.
Based on IPG Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.