Laurel Wealth Planning’s Credit Suisse Group CS Stock Holding History

Laurel Wealth Planning’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
2022 Q2	–	Sell	-206	Closed	-$2K	–	292
2022 Q1	$2K	Hold	206	–	–	﹤0.01%	251
2021 Q4	$2K	Hold	206	–	–	﹤0.01%	190
2021 Q3	$2K	Buy	+206	New	+$2.1K	﹤0.01%	198

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

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

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

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Laurel Wealth Planning's CS Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 206 shares — an estimated $2K sold.

Laurel Wealth Planning first reported a position in CS in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Laurel Wealth Planning reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Planning sold 206 Credit Suisse Group shares in Q2 2022, an estimated $2K.
Laurel Wealth Planning first reported a position in Credit Suisse Group in Q3 2021 and held it in 3 quarters.
Laurel Wealth Planning's Credit Suisse Group position peaked at $2K in Q1 2022.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.