NHC
CS

Nicholas Hoffman & Company’s Credit Suisse Group CS Stock Holding History

Nicholas Hoffman & Company’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
-40,000
Closed -$35.6K – 283
2023
Q1 		$35.6K Buy
40,000
+10,000
+33% +$27.9K ﹤0.01% 269
2022
Q4 		$91.2K Buy
+30,000
New +$117K 0.01% 258

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

Nicholas Hoffman & Company's CS Position: Q2 2023 in Review

Nicholas Hoffman & Company sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 40,000 shares — an estimated $35.6K sold.

Nicholas Hoffman & Company first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $91.2K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Nicholas Hoffman & Company reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 40,000 Credit Suisse Group shares in Q2 2023, an estimated $35.6K.
  • Nicholas Hoffman & Company first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Nicholas Hoffman & Company's Credit Suisse Group position peaked at $91.2K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2023, filed 9 Aug 2023.