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

Loveless 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
2022 Q1	–	Sell	-54,900	Closed	-$529K	–	132
2021 Q4	$529K	Sell	54,900 -2,800	-5%	-$28K	0.29%	96
2021 Q3	$569K	Hold	57,700	–	–	0.35%	87
2021 Q2	$605K	Hold	57,700	–	–	0.37%	81
2021 Q1	$612K	Hold	57,700	–	–	0.4%	75
2020 Q4	$739K	Sell	57,700 -1,150	-2%	-$13.3K	0.54%	63
2020 Q3	$587K	Sell	58,850 -650	-1%	-$6.96K	0.5%	65
2020 Q2	$613K	Sell	59,500 -1,200	-2%	-$10.8K	0.57%	60
2020 Q1	$491K	Hold	60,700	–	–	0.58%	59
2019 Q4	$818K	Buy	+60,700	New	+$776K	0.71%	52

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

Loveless Wealth Management's CS Position: Q1 2022 in Review

Loveless Wealth Management sold out of Credit Suisse Group (CS) in Q1 2022, closing a stake of 54,900 shares — an estimated $529K sold.

Loveless Wealth Management first reported a position in CS in Q4 2019 and held it in 9 quarters. The position peaked at $818K in Q4 2019. 203 funds tracked by Wall St. Rank hold CS as of Q1 2022.

Loveless Wealth Management reported no remaining Credit Suisse Group position as of Q1 2022 after selling out during the quarter.
Loveless Wealth Management sold 54,900 Credit Suisse Group shares in Q1 2022, an estimated $529K.
Loveless Wealth Management first reported a position in Credit Suisse Group in Q4 2019 and held it in 9 quarters.
Loveless Wealth Management's Credit Suisse Group position peaked at $818K in Q4 2019.
203 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2022.

Based on Loveless Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.