LPL Financial
CS

LPL Financial’s Credit Suisse Group CS Stock Holding History

LPL Financial’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
-79,049
Closed -$70.3K – 4732
2023
Q1 		$70.3K Buy
79,049
+50,710
+179% +$141K ﹤0.01% 4263
2022
Q4 		$86.2K Sell
28,339
-23,780
-46% -$92.5K ﹤0.01% 4201
2022
Q3 		$204K Buy
52,119
+22,793
+78% +$120K ﹤0.01% 3919
2022
Q2 		$166K Sell
29,326
-3,186
-10% -$21.6K ﹤0.01% 4008
2022
Q1 		$255K Sell
32,512
-128
-0.4% -$1.14K ﹤0.01% 3695
2021
Q4 		$315K Sell
32,640
-1,881
-5% -$18.8K ﹤0.01% 3650
2021
Q3 		$340K Buy
34,521
+9,581
+38% +$97.9K ﹤0.01% 3551
2021
Q2 		$262K Sell
24,940
-44,839
-64% -$476K ﹤0.01% 3693
2021
Q1 		$740K Sell
69,779
-70,791
-50% -$959K ﹤0.01% 2680
2020
Q4 		$1.8M Buy
140,570
+126,218
+879% +$1.46M ﹤0.01% 1732
2020
Q3 		$143K Buy
+14,352
New +$154K ﹤0.01% 3297
2020
Q2 		– Sell
-16,967
Closed -$137K – 3526
2020
Q1 		$137K Buy
+16,967
New +$197K ﹤0.01% 2923
2019
Q4 		– Sell
-14,287
Closed -$174K – 3444
2019
Q3 		$174K Sell
14,287
-16,332
-53% -$196K ﹤0.01% 3048
2019
Q2 		$367K Sell
30,619
-17,618
-37% -$215K ﹤0.01% 2533
2019
Q1 		$562K Sell
48,237
-21,931
-31% -$262K ﹤0.01% 2141
2018
Q4 		$762K Sell
70,168
-131,917
-65% -$1.63M ﹤0.01% 1725
2018
Q3 		$3.02M Sell
202,085
-19,527
-9% -$298K 0.01% 950
2018
Q2 		$3.3M Buy
221,612
+5,742
+3% +$92.5K 0.01% 898
2018
Q1 		$3.62M Buy
215,870
+73,750
+52% +$1.35M 0.01% 834
2017
Q4 		$2.54M Buy
142,120
+22,394
+19% +$370K 0.01% 926
2017
Q3 		$1.89M Buy
119,726
+11,647
+11% +$177K 0.01% 1022
2017
Q2 		$1.58M Buy
108,079
+96,947
+871% +$1.4M 0.01% 1083
2017
Q1 		$163K Sell
11,132
-148
-1% -$2.26K ﹤0.01% 2535
2016
Q4 		$172K Sell
11,280
-986
-8% -$13.8K ﹤0.01% 2513
2016
Q3 		$164K Sell
12,266
-1,806
-13% -$21.9K ﹤0.01% 2451
2016
Q2 		$145K Buy
+14,072
New +$192K ﹤0.01% 2450
2016
Q1 		– Sell
-32,710
Closed -$693K – 3224
2015
Q4 		$693K Buy
32,710
+9,604
+42% +$224K ﹤0.01% 1968
2015
Q3 		$581K Buy
23,106
+892
+4% +$24.5K ﹤0.01% 1665
2015
Q2 		$620K Sell
22,214
-2,057
-8% -$55.6K ﹤0.01% 1729
2015
Q1 		$671K Buy
24,271
+11,675
+93% +$278K ﹤0.01% 1649
2014
Q4 		$316K Sell
12,596
-10,987
-47% -$288K ﹤0.01% 2114
2014
Q3 		$646K Buy
23,583
+15,551
+194% +$434K ﹤0.01% 1592
2014
Q2 		$228K Sell
8,032
-3,354
-29% -$103K ﹤0.01% 2393
2014
Q1 		$369K Buy
11,386
+1,548
+16% +$48.5K ﹤0.01% 1988
2013
Q4 		$305K Sell
9,838
-28
-0.3% -$849 ﹤0.01% 2107
2013
Q3 		$312K Buy
+9,866
New +$293K ﹤0.01% 1975

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

LPL Financial's CS Position: Q2 2023 in Review

LPL Financial sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 79,049 shares — an estimated $70.3K sold.

LPL Financial first reported a position in CS in Q3 2013 and held it in 36 quarters. The position peaked at $3.62M in Q1 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • LPL Financial reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • LPL Financial sold 79,049 Credit Suisse Group shares in Q2 2023, an estimated $70.3K.
  • LPL Financial first reported a position in Credit Suisse Group in Q3 2013 and held it in 36 quarters.
  • LPL Financial's Credit Suisse Group position peaked at $3.62M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.