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

Liberty 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
2023 Q2	–	Sell	-11,500	Closed	-$10.2K	–	240
2023 Q1	$10.2K	Buy	+11,500	New	+$32.1K	﹤0.01%	230
2021 Q4	–	Sell	-160	Closed	-$2K	–	1176
2021 Q3	$2K	Buy	160 +80	+100%	+$817	﹤0.01%	1088
2021 Q2	$1K	Sell	80 -29	-27%	-$308	﹤0.01%	1050
2021 Q1	$1K	Hold	109	–	–	﹤0.01%	913
2020 Q4	$1K	Buy	+109	New	+$1.26K	﹤0.01%	919
2019 Q4	–	Sell	-91	Closed	-$1K	–	972
2019 Q3	$1K	Buy	+91	New	+$1.09K	﹤0.01%	839

Other funds holding CS

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

Liberty Wealth Management's CS Position: Q2 2023 in Review

Liberty Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 11,500 shares — an estimated $10.2K sold.

Liberty Wealth Management first reported a position in CS in Q3 2019 and held it in 6 quarters. The position peaked at $10.2K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Liberty Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 11,500 Credit Suisse Group shares in Q2 2023, an estimated $10.2K.
Liberty Wealth Management first reported a position in Credit Suisse Group in Q3 2019 and held it in 6 quarters.
Liberty Wealth Management's Credit Suisse Group position peaked at $10.2K in Q1 2023.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.