JWA
CS

JFS Wealth Advisors’s Credit Suisse Group CS Stock Holding History

JFS Wealth 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
2023
Q1 		– Sell
-454
Closed -$1.38K – 1998
2022
Q4 		$1.38K Sell
454
-11,551
-96% -$44.9K ﹤0.01% 1510
2022
Q3 		$47K Hold
12,005
– – 0.01% 390
2022
Q2 		$68K Buy
12,005
+1,078
+10% +$7.32K 0.01% 347
2022
Q1 		$86K Buy
10,927
+1,676
+18% +$14.9K 0.01% 322
2021
Q4 		$89K Buy
9,251
+130
+1% +$1.3K 0.01% 327
2021
Q3 		$90K Buy
9,121
+269
+3% +$2.75K 0.01% 329
2021
Q2 		$93K Sell
8,852
-1,284
-13% -$13.6K 0.01% 228
2021
Q1 		$107K Hold
10,136
– – 0.02% 190
2020
Q4 		$130K Hold
10,136
– – 0.03% 173
2020
Q3 		$101K Sell
10,136
-61
-0.6% -$654 0.02% 175
2020
Q2 		$105K Buy
10,197
+334
+3% +$3K 0.03% 175
2020
Q1 		$80K Buy
9,863
+773
+9% +$8.99K 0.02% 192
2019
Q4 		$122K Hold
9,090
– – 0.03% 174
2019
Q3 		$111K Hold
9,090
– – 0.03% 181
2019
Q2 		$109K Hold
9,090
– – 0.03% 179
2019
Q1 		$106K Buy
9,090
+318
+4% +$3.79K 0.03% 176
2018
Q4 		$95K Buy
8,772
+961
+12% +$11.9K 0.03% 179
2018
Q3 		$117K Buy
7,811
+213
+3% +$3.25K 0.03% 184
2018
Q2 		$113K Buy
7,598
+140
+2% +$2.26K 0.03% 184
2018
Q1 		$125K Hold
7,458
– – 0.03% 178
2017
Q4 		$133K Hold
7,458
– – 0.03% 175
2017
Q3 		$118K Buy
7,458
+422
+6% +$6.41K 0.03% 178
2017
Q2 		$103K Buy
7,036
+338
+5% +$4.88K 0.03% 170
2017
Q1 		$96K Hold
6,698
– – 0.03% 171
2016
Q4 		$96K Sell
6,698
-21
-0.3% -$294 0.03% 171
2016
Q3 		$88K Buy
6,719
+33
+0.5% +$399 0.03% 189
2016
Q2 		$72K Buy
6,686
+570
+9% +$7.77K 0.02% 222
2016
Q1 		$86K Buy
6,116
+2,187
+56% +$34.7K 0.03% 189
2015
Q4 		$85K Buy
3,929
+2,279
+138% +$53.2K 0.02% 194
2015
Q3 		$40K Buy
+1,650
New +$45.3K 0.02% 229

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFS Wealth Advisors's CS Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 454 shares — an estimated $1.38K sold.

JFS Wealth Advisors first reported a position in CS in Q3 2015 and held it in 30 quarters. The position peaked at $133K in Q4 2017. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

  • JFS Wealth Advisors reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 454 Credit Suisse Group shares in Q1 2023, an estimated $1.38K.
  • JFS Wealth Advisors first reported a position in Credit Suisse Group in Q3 2015 and held it in 30 quarters.
  • JFS Wealth Advisors's Credit Suisse Group position peaked at $133K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.