LWMG
CS

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

Levy Wealth Management Group’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
-18,500
Closed -$16.5K – 110
2023
Q1 		$16.5K Buy
+18,500
New +$51.6K 0.01% 107

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

Levy Wealth Management Group's CS Position: Q2 2023 in Review

Levy Wealth Management Group sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 18,500 shares — an estimated $16.5K sold.

Levy Wealth Management Group first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $16.5K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Levy Wealth Management Group reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Levy Wealth Management Group sold 18,500 Credit Suisse Group shares in Q2 2023, an estimated $16.5K.
  • Levy Wealth Management Group first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Levy Wealth Management Group's Credit Suisse Group position peaked at $16.5K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Levy Wealth Management Group's 13F filing for Q2 2023, filed 21 Jul 2023.