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

MinichMacGregor 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 Q1	–	Sell	-149	Closed	-$452	–	698
2022 Q4	$452	Buy	+149	New	+$580	﹤0.01%	672
2018 Q4	–	Sell	-149	Closed	-$2K	–	554
2018 Q3	$2K	Hold	149	–	–	﹤0.01%	465
2018 Q2	$2K	Hold	149	–	–	﹤0.01%	460
2018 Q1	$2K	Hold	149	–	–	﹤0.01%	438
2017 Q4	$2K	Buy	+149	New	+$2.46K	﹤0.01%	428

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MinichMacGregor Wealth Management's CS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 149 shares — an estimated $452 sold.

MinichMacGregor Wealth Management first reported a position in CS in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 149 Credit Suisse Group shares in Q1 2023, an estimated $452.
MinichMacGregor Wealth Management first reported a position in Credit Suisse Group in Q4 2017 and held it in 5 quarters.
MinichMacGregor Wealth Management's Credit Suisse Group position peaked at $2K in Q3 2018.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.