Northwestern Mutual Wealth Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,364
| Closed | -$3.88K | – | 3696 |
|
|
2023
Q1 | $3.88K | Sell |
4,364
-1,535
| -26% | -$4.28K | ﹤0.01% | 2812 |
|
|
2022
Q4 | $17.9K | Hold |
5,899
| – | – | ﹤0.01% | 2283 |
|
|
2022
Q3 | $23K | Sell |
5,899
-280
| -5% | -$1.48K | ﹤0.01% | 2172 |
|
|
2022
Q2 | $35K | Sell |
6,179
-118
| -2% | -$801 | ﹤0.01% | 2036 |
|
|
2022
Q1 | $49K | Sell |
6,297
-19,475
| -76% | -$173K | ﹤0.01% | 1962 |
|
|
2021
Q4 | $249K | Buy |
25,772
+253
| +1% | +$2.53K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $252K | Buy |
25,519
+18,894
| +285% | +$193K | ﹤0.01% | 1264 |
|
|
2021
Q2 | $70K | Buy |
6,625
+1,495
| +29% | +$15.9K | ﹤0.01% | 1737 |
|
|
2021
Q1 | $54K | Buy |
5,130
+1,001
| +24% | +$13.6K | ﹤0.01% | 1714 |
|
|
2020
Q4 | $53K | Hold |
4,129
| – | – | ﹤0.01% | 1634 |
|
|
2020
Q3 | $41K | Buy |
4,129
+247
| +6% | +$2.65K | ﹤0.01% | 1582 |
|
|
2020
Q2 | $40K | Sell |
3,882
-802
| -17% | -$7.2K | ﹤0.01% | 1527 |
|
|
2020
Q1 | $38K | Sell |
4,684
-914
| -16% | -$10.6K | ﹤0.01% | 1498 |
|
|
2019
Q4 | $75K | Sell |
5,598
-3,362
| -38% | -$43K | ﹤0.01% | 1300 |
|
|
2019
Q3 | $109K | Sell |
8,960
-2,985
| -25% | -$35.9K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $143K | Buy |
11,945
+627
| +6% | +$7.64K | ﹤0.01% | 989 |
|
|
2019
Q1 | $132K | Buy |
11,318
+318
| +3% | +$3.79K | ﹤0.01% | 988 |
|
|
2018
Q4 | $119K | Buy |
11,000
+3,106
| +39% | +$38.4K | ﹤0.01% | 945 |
|
|
2018
Q3 | $118K | Sell |
7,894
-2,891
| -27% | -$44.1K | ﹤0.01% | 988 |
|
|
2018
Q2 | $160K | Buy |
10,785
+3,028
| +39% | +$48.8K | ﹤0.01% | 834 |
|
|
2018
Q1 | $130K | Sell |
7,757
-713
| -8% | -$13.1K | ﹤0.01% | 874 |
|
|
2017
Q4 | $151K | Buy |
8,470
+503
| +6% | +$8.31K | ﹤0.01% | 804 |
|
|
2017
Q3 | $126K | Sell |
7,967
-4,944
| -38% | -$75K | ﹤0.01% | 827 |
|
|
2017
Q2 | $189K | Sell |
12,911
-29,708
| -70% | -$429K | ﹤0.01% | 686 |
|
|
2017
Q1 | $633K | Buy |
42,619
+3,027
| +8% | +$46.2K | 0.01% | 407 |
|
|
2016
Q4 | $567K | Buy |
+39,592
| New | +$555K | 0.01% | 423 |
|
|
2016
Q3 | – | Sell |
-24,816
| Closed | -$266K | – | 1649 |
|
|
2016
Q2 | $266K | Buy |
24,816
+14,658
| +144% | +$200K | ﹤0.01% | 528 |
|
|
2016
Q1 | $144K | Buy |
10,158
+2,946
| +41% | +$46.8K | ﹤0.01% | 624 |
|
|
2015
Q4 | $156K | Buy |
7,212
+1,176
| +19% | +$27.4K | ﹤0.01% | 556 |
|
|
2015
Q3 | $145K | Buy |
6,036
+2,638
| +78% | +$72.5K | ﹤0.01% | 532 |
|
|
2015
Q2 | $94K | Buy |
3,398
+1,190
| +54% | +$32.2K | ﹤0.01% | 566 |
|
|
2015
Q1 | $59K | Buy |
2,208
+475
| +27% | +$11.3K | ﹤0.01% | 624 |
|
|
2014
Q4 | $43K | Sell |
1,733
-377
| -18% | -$9.88K | ﹤0.01% | 695 |
|
|
2014
Q3 | $58K | Sell |
2,110
-95,781
| -98% | -$2.67M | ﹤0.01% | 589 |
|
|
2014
Q2 | $2.78M | Buy |
97,891
+8,315
| +9% | +$254K | 0.11% | 142 |
|
|
2014
Q1 | $2.9M | Buy |
89,576
+11,608
| +15% | +$364K | 0.12% | 137 |
|
|
2013
Q4 | $2.42M | Buy |
77,968
+76,755
| +6,328% | +$2.33M | 0.11% | 139 |
|
|
2013
Q3 | $37K | Sell |
1,213
-4
| -0.3% | -$119 | ﹤0.01% | 617 |
|
|
2013
Q2 | $32K | Buy |
+1,217
| New | +$34.2K | ﹤0.01% | 622 |
|
Other funds holding CS
Northwestern Mutual Wealth Management's CS Position: Q2 2023 in Review
Northwestern Mutual Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 4,364 shares — an estimated $3.88K sold.
Northwestern Mutual Wealth Management first reported a position in CS in Q2 2013 and held it in 39 quarters. The position peaked at $2.9M in Q1 2014. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.
- Northwestern Mutual Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 4,364 Credit Suisse Group shares in Q2 2023, an estimated $3.88K.
- Northwestern Mutual Wealth Management first reported a position in Credit Suisse Group in Q2 2013 and held it in 39 quarters.
- Northwestern Mutual Wealth Management's Credit Suisse Group position peaked at $2.9M in Q1 2014.
- 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.