LNWWM
CS

Laird Norton Wetherby Wealth Management’s Credit Suisse Group CS Stock Holding History

Laird Norton Wetherby Wealth Management’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
-41,375
Closed -$36.8K – 993
2023
Q1 		$36.8K Buy
41,375
+7,625
+23% +$21.3K ﹤0.01% 918
2022
Q4 		$103K Sell
33,750
-3,118
-8% -$12.1K 0.01% 861
2022
Q3 		$145K Buy
36,868
+13,205
+56% +$69.7K 0.01% 825
2022
Q2 		$134K Sell
23,663
-8,627
-27% -$58.6K 0.01% 856
2022
Q1 		$253K Sell
32,290
-12,398
-28% -$110K 0.01% 774
2021
Q4 		$431K Buy
44,688
+4,626
+12% +$46.2K 0.02% 580
2021
Q3 		$395K Sell
40,062
-2,439
-6% -$24.9K 0.02% 594
2021
Q2 		$446K Sell
42,501
-2,004
-5% -$21.3K 0.03% 560
2021
Q1 		$472K Sell
44,505
-647
-1% -$8.76K 0.04% 451
2020
Q4 		$578K Buy
45,152
+519
+1% +$6.01K 0.04% 427
2020
Q3 		$445K Buy
44,633
+2,152
+5% +$23.1K 0.04% 411
2020
Q2 		$438K Buy
42,481
+11,401
+37% +$102K 0.04% 389
2020
Q1 		$251K Sell
31,080
-38,465
-55% -$448K 0.03% 506
2019
Q4 		$935K Sell
69,545
-3,627
-5% -$46.4K 0.09% 226
2019
Q3 		$893K Buy
73,172
+4,437
+6% +$53.4K 0.09% 230
2019
Q2 		$823K Buy
68,735
+8,697
+14% +$106K 0.09% 245
2019
Q1 		$700K Buy
60,038
+4,774
+9% +$57K 0.09% 265
2018
Q4 		$601K Buy
55,264
+3,581
+7% +$44.3K 0.09% 272
2018
Q3 		$772K Buy
51,683
+590
+1% +$9K 0.1% 241
2018
Q2 		$760K Buy
51,093
+269
+0.5% +$4.33K 0.1% 234
2018
Q1 		$853K Buy
50,824
+2,726
+6% +$49.9K 0.12% 202
2017
Q4 		$859K Buy
48,098
+1,480
+3% +$24.5K 0.12% 203
2017
Q3 		$736K Buy
46,618
+2,665
+6% +$40.5K 0.11% 224
2017
Q2 		$642K Sell
43,953
-1,952
-4% -$28.2K 0.11% 238
2017
Q1 		$681K Buy
45,905
+1,459
+3% +$22.3K 0.12% 214
2016
Q4 		$636K Buy
44,446
+4,227
+11% +$59.2K 0.12% 212
2016
Q3 		$529K Buy
40,219
+11,422
+40% +$138K 0.11% 244
2016
Q2 		$308K Buy
28,797
+17,586
+157% +$240K 0.07% 341
2016
Q1 		$159K Sell
11,211
-3,803
-25% -$60.4K 0.04% 455
2015
Q4 		$326K Sell
15,014
-3,052
-17% -$71.2K 0.08% 301
2015
Q3 		$434K Buy
18,066
+1,844
+11% +$50.7K 0.11% 225
2015
Q2 		$448K Buy
16,222
+1,999
+14% +$54K 0.11% 233
2015
Q1 		$383K Sell
14,223
-3,412
-19% -$81.3K 0.09% 268
2014
Q4 		$443K Buy
17,635
+2,067
+13% +$54.2K 0.11% 211
2014
Q3 		$430K Sell
15,568
-1,419
-8% -$39.6K 0.12% 207
2014
Q2 		$482K Sell
16,987
-745
-4% -$22.8K 0.14% 187
2014
Q1 		$574K Buy
17,732
+1,526
+9% +$47.8K 0.16% 156
2013
Q4 		$503K Buy
16,206
+456
+3% +$13.8K 0.14% 175
2013
Q3 		$482K Buy
15,750
+1,985
+14% +$59K 0.15% 163
2013
Q2 		$364K Buy
+13,765
New +$387K 0.13% 188

Other funds holding CS

IA
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

Laird Norton Wetherby Wealth Management's CS Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 41,375 shares — an estimated $36.8K sold.

Laird Norton Wetherby Wealth Management first reported a position in CS in Q2 2013 and held it in 40 quarters. The position peaked at $935K in Q4 2019. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 41,375 Credit Suisse Group shares in Q2 2023, an estimated $36.8K.
  • Laird Norton Wetherby Wealth Management first reported a position in Credit Suisse Group in Q2 2013 and held it in 40 quarters.
  • Laird Norton Wetherby Wealth Management's Credit Suisse Group position peaked at $935K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.