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CIK

NewEdge Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

NewEdge Advisors’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,500
Closed -$44.8K – 4215
2026
Q1 		$44.8K Sell
17,500
-9,700
-36% -$26.5K ﹤0.01% 2961
2025
Q4 		$77K Hold
27,200
– – ﹤0.01% 2837
2025
Q3 		$79.7K Sell
27,200
-6,246
-19% -$18.6K ﹤0.01% 2676
2025
Q2 		$99K Buy
33,446
+1,246
+4% +$3.52K ﹤0.01% 2427
2025
Q1 		$93.4K Sell
32,200
-4,800
-13% -$14.1K ﹤0.01% 2316
2024
Q4 		$107K Sell
37,000
-17,400
-32% -$52K ﹤0.01% 2258
2024
Q3 		$168K Sell
54,400
-81,700
-60% -$249K ﹤0.01% 2043
2024
Q2 		$404K Sell
136,100
-25,000
-16% -$73.3K ﹤0.01% 1539
2024
Q1 		$475K Sell
161,100
-12,500
-7% -$37.7K ﹤0.01% 1379
2023
Q4 		$532K Buy
173,600
+8,700
+5% +$23.9K 0.01% 1254
2023
Q3 		$427K Sell
164,900
-42,000
-20% -$120K ﹤0.01% 1245
2023
Q2 		$608K Buy
206,900
+400
+0.2% +$1.1K 0.01% 1088
2023
Q1 		$553K Sell
206,500
-13,600
-6% -$36.4K 0.01% 1067
2022
Q4 		$555K Sell
220,100
-1,850
-0.8% -$4.82K 0.02% 735
2022
Q3 		$589K Buy
221,950
+2,650
+1% +$7.53K 0.01% 890
2022
Q2 		$599K Buy
219,300
+9,100
+4% +$25.8K 0.01% 900
2022
Q1 		$641K Buy
210,200
+6,700
+3% +$21.4K 0.01% 777
2021
Q4 		$698K Buy
+203,500
New +$701K 0.01% 909

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NewEdge Advisors's CIK Position: Q2 2026 in Review

NewEdge Advisors sold out of Credit Suisse Asset Management Income Fund (CIK) in Q2 2026, closing a stake of 17,500 shares — an estimated $44.8K sold.

NewEdge Advisors first reported a position in CIK in Q4 2021 and held it in 18 quarters. The position peaked at $698K in Q4 2021. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • NewEdge Advisors reported no remaining Credit Suisse Asset Management Income Fund position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 17,500 Credit Suisse Asset Management Income Fund shares in Q2 2026, an estimated $44.8K.
  • NewEdge Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q4 2021 and held it in 18 quarters.
  • NewEdge Advisors's Credit Suisse Asset Management Income Fund position peaked at $698K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.