Kore Private Wealth’s Credit Suisse Group CS Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-940	Closed	-$9K	–	1149
2020 Q2	$9K	Buy	+940	New	+$8.44K	﹤0.01%	815

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kore Private Wealth's CS Position: Q3 2020 in Review

Kore Private Wealth sold out of Credit Suisse Group (CS) in Q3 2020, closing a stake of 940 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in CS in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

Kore Private Wealth reported no remaining Credit Suisse Group position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 940 Credit Suisse Group shares in Q3 2020, an estimated $9K.
Kore Private Wealth first reported a position in Credit Suisse Group in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Credit Suisse Group position peaked at $9K in Q2 2020.
173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.