LWM
CS

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

Lenox 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
2020
Q2 		– Sell
-453
Closed -$3K – 810
2020
Q1 		$3K Buy
+453
New +$5.27K ﹤0.01% 575

Other funds holding CS

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EARNEST Partners
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's CS Position: Q2 2020 in Review

Lenox Wealth Management sold out of Credit Suisse Group (CS) in Q2 2020, closing a stake of 453 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in CS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 172 funds tracked by Wall St. Rank hold CS as of Q2 2020.

  • Lenox Wealth Management reported no remaining Credit Suisse Group position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 453 Credit Suisse Group shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in Credit Suisse Group in Q1 2020 and held it in 1 quarter.
  • Lenox Wealth Management's Credit Suisse Group position peaked at $3K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.