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CS

NewEdge Advisors’s Credit Suisse Group CS Stock Holding History

NewEdge Advisors’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
-25,646
Closed -$22.8K – 3677
2023
Q1 		$22.8K Buy
+25,646
New +$71.5K ﹤0.01% 2296

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

NewEdge Advisors's CS Position: Q2 2023 in Review

NewEdge Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 25,646 shares — an estimated $22.8K sold.

NewEdge Advisors first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $22.8K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • NewEdge Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 25,646 Credit Suisse Group shares in Q2 2023, an estimated $22.8K.
  • NewEdge Advisors first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • NewEdge Advisors's Credit Suisse Group position peaked at $22.8K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.