Lenox Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-1,125	Closed	-$61K	–	1036
2021 Q4	$61K	Sell	1,125 -875	-44%	-$8.74K	0.01%	228
2021 Q3	$20K	Hold	2,000	–	–	﹤0.01%	360
2021 Q2	$21K	Hold	2,000	–	–	﹤0.01%	354
2021 Q1	$21K	Hold	2,000	–	–	﹤0.01%	306
2020 Q4	$26K	Hold	2,000	–	–	﹤0.01%	277
2020 Q3	$20K	Hold	2,000	–	–	﹤0.01%	289
2020 Q2	$21K	Buy	+2,000	New	+$18K	﹤0.01%	286
2016 Q1	–	Sell	-75	Closed	-$2K	–	432
2015 Q4	$2K	Buy	+75	New	+$1.75K	﹤0.01%	348

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

CCM

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

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

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

Lenox Wealth Advisors's CS Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Credit Suisse Group (CS) in Q1 2022, closing a stake of 1,125 shares — an estimated $61K sold.

Lenox Wealth Advisors first reported a position in CS in Q4 2015 and held it in 8 quarters. The position peaked at $61K in Q4 2021. 203 funds tracked by Wall St. Rank hold CS as of Q1 2022.

Lenox Wealth Advisors reported no remaining Credit Suisse Group position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1,125 Credit Suisse Group shares in Q1 2022, an estimated $61K.
Lenox Wealth Advisors first reported a position in Credit Suisse Group in Q4 2015 and held it in 8 quarters.
Lenox Wealth Advisors's Credit Suisse Group position peaked at $61K in Q4 2021.
203 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.