OPWM
CS

Oxinas Partners Wealth Management’s Credit Suisse Group CS Stock Holding History

Oxinas Partners Wealth Management’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
-25,000
Closed -$22.2K – 134
2023
Q1 		$22.2K Buy
+25,000
New +$69.7K 0.02% 108

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

Oxinas Partners Wealth Management's CS Position: Q2 2023 in Review

Oxinas Partners Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 25,000 shares — an estimated $22.2K sold.

Oxinas Partners Wealth Management first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $22.2K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Oxinas Partners Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 25,000 Credit Suisse Group shares in Q2 2023, an estimated $22.2K.
  • Oxinas Partners Wealth Management first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Oxinas Partners Wealth Management's Credit Suisse Group position peaked at $22.2K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.