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

Massachusetts 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	-25,000	Closed	-$22.2K	–	83
2023 Q1	$22.2K	Sell	25,000 -500	-2%	-$1.4K	0.02%	80
2022 Q4	$89.5K	Buy	+25,500	New	+$99.2K	0.09%	80

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

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

Massachusetts Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 25,000 shares — an estimated $22.2K sold.

Massachusetts Wealth Management first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $89.5K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Massachusetts Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Massachusetts Wealth Management sold 25,000 Credit Suisse Group shares in Q2 2023, an estimated $22.2K.
Massachusetts Wealth Management first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
Massachusetts Wealth Management's Credit Suisse Group position peaked at $89.5K in Q4 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Massachusetts Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.