NWAM LLC’s Credit Suisse Group CS Stock Holding History

NWAM LLC’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
2022 Q4	–	Sell	-10,198	Closed	-$40K	–	545
2022 Q3	$40K	Buy	+10,198	New	+$53.8K	﹤0.01%	477

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NWAM LLC's CS Position: Q4 2022 in Review

NWAM LLC sold out of Credit Suisse Group (CS) in Q4 2022, closing a stake of 10,198 shares — an estimated $40K sold.

NWAM LLC first reported a position in CS in Q3 2022 and held it in 1 quarter. The position peaked at $40K in Q3 2022. 183 funds tracked by Wall St. Rank hold CS as of Q4 2022.

NWAM LLC reported no remaining Credit Suisse Group position as of Q4 2022 after selling out during the quarter.
NWAM LLC sold 10,198 Credit Suisse Group shares in Q4 2022, an estimated $40K.
NWAM LLC first reported a position in Credit Suisse Group in Q3 2022 and held it in 1 quarter.
NWAM LLC's Credit Suisse Group position peaked at $40K in Q3 2022.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2022.

Based on NWAM LLC's 13F filing for Q4 2022, filed 8 Feb 2023.