LWAM
CS

Legacy Wealth Asset Management’s Credit Suisse Group CS Stock Holding History

Legacy Wealth Asset 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
-1,303,407
Closed -$1.16M – 349
2023
Q1 		$1.16M Buy
1,303,407
+924,486
+244% +$2.58M 0.42% 67
2022
Q4 		$1.15M Buy
378,921
+50,777
+15% +$198K 0.44% 65
2022
Q3 		$1.29M Buy
+328,144
New +$1.73M 0.56% 42

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

Legacy Wealth Asset Management's CS Position: Q2 2023 in Review

Legacy Wealth Asset Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,303,407 shares — an estimated $1.16M sold.

Legacy Wealth Asset Management first reported a position in CS in Q3 2022 and held it in 3 quarters. The position peaked at $1.29M in Q3 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Legacy Wealth Asset Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,303,407 Credit Suisse Group shares in Q2 2023, an estimated $1.16M.
  • Legacy Wealth Asset Management first reported a position in Credit Suisse Group in Q3 2022 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Credit Suisse Group position peaked at $1.29M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.