NFG
CS

Next Financial Group’s Credit Suisse Group CS Stock Holding History

Next Financial Group’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
2021
Q4 		$9K Buy
938
+219
+30% +$2.19K ﹤0.01% 2246
2021
Q3 		$7K Buy
719
+137
+24% +$1.4K ﹤0.01% 2175
2021
Q2 		$6K Sell
582
-623
-52% -$6.62K ﹤0.01% 2175
2021
Q1 		$13K Sell
1,205
-1,819
-60% -$24.6K ﹤0.01% 1811
2020
Q4 		$38K Buy
3,024
+24
+0.8% +$278 ﹤0.01% 1295
2020
Q3 		$30K Buy
+3,000
New +$32.1K ﹤0.01% 1280
2020
Q2 		– Sell
-5,000
Closed -$40K – 2023
2020
Q1 		$40K Buy
+5,000
New +$58.2K 0.01% 1062
2019
Q4 		– Sell
-123
Closed -$2K – 2566
2019
Q3 		$2K Hold
123
– – ﹤0.01% 2171
2019
Q2 		$1K Hold
123
– – ﹤0.01% 2273
2019
Q1 		$1K Hold
123
– – ﹤0.01% 1602
2018
Q4 		$1K Buy
+123
New +$1.52K ﹤0.01% 1909
2017
Q3 		– Sell
-1,252
Closed -$18K – 1988
2017
Q2 		$18K Hold
1,252
– – ﹤0.01% 1132
2017
Q1 		$19K Buy
1,252
+322
+35% +$4.92K 0.01% 1077
2016
Q4 		$13K Buy
930
+325
+54% +$4.55K ﹤0.01% 1551
2016
Q3 		$8K Hold
605
– – ﹤0.01% 1781
2016
Q2 		$6K Buy
+605
New +$8.25K ﹤0.01% 1384
2015
Q4 		– Sell
-1,500
Closed -$36K – 1975
2015
Q3 		$36K Sell
1,500
-102
-6% -$2.8K 0.01% 754
2015
Q2 		$44K Hold
1,602
– – 0.02% 717
2015
Q1 		$43K Buy
1,602
+1,500
+1,471% +$35.8K 0.01% 721
2014
Q4 		$3K Sell
102
-55
-35% -$1.44K ﹤0.01% 1675
2014
Q3 		$4K Hold
157
– – ﹤0.01% 2178
2014
Q2 		$4K Buy
+157
New +$4.8K ﹤0.01% 991

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's CS Position: Q4 2021 in Review

Next Financial Group increased its Credit Suisse Group (CS) stake by 30% in Q4 2021, buying an estimated $2.19K and bringing the position to 938 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Next Financial Group first reported a position in CS in Q2 2014 and has held it in 22 quarters since. The position peaked at $44K in Q2 2015. 199 funds tracked by Wall St. Rank hold CS as of Q4 2021.

  • Next Financial Group held 938 shares of Credit Suisse Group worth $9K as of Q4 2021.
  • Next Financial Group bought 219 Credit Suisse Group shares in Q4 2021, an estimated $2.19K.
  • Credit Suisse Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2246 holding.
  • Next Financial Group first reported a position in Credit Suisse Group in Q2 2014 and has held it in 22 quarters since.
  • Next Financial Group's Credit Suisse Group position peaked at $44K in Q2 2015.
  • 199 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.