Kovack Advisors’s Credit Suisse Group CS Stock Holding History

Kovack 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	-21,802	Closed	-$66.3K	–	660
2022 Q4	$66.3K	Sell	21,802 -304	-1%	-$1.18K	0.01%	530
2022 Q3	$87K	Buy	+22,106	New	+$117K	0.01%	540
2022 Q2	–	Sell	-19,302	Closed	-$151K	–	765
2022 Q1	$151K	Buy	+19,302	New	+$171K	0.02%	670
2021 Q3	–	Sell	-20,098	Closed	-$211K	–	765
2021 Q2	$211K	Buy	+20,098	New	+$213K	0.02%	627

Other funds holding CS

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kovack Advisors's CS Position: Q1 2023 in Review

Kovack Advisors sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 21,802 shares — an estimated $66.3K sold.

Kovack Advisors first reported a position in CS in Q2 2021 and held it in 4 quarters. The position peaked at $211K in Q2 2021. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Kovack Advisors reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Kovack Advisors sold 21,802 Credit Suisse Group shares in Q1 2023, an estimated $66.3K.
Kovack Advisors first reported a position in Credit Suisse Group in Q2 2021 and held it in 4 quarters.
Kovack Advisors's Credit Suisse Group position peaked at $211K in Q2 2021.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Kovack Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.