Patriot Financial Group Insurance Agency’s Credit Suisse Group CS Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-134	Closed	-$1K	–	2073
2022 Q2	$1K	Sell	134 -26	-16%	-$176	﹤0.01%	1983
2022 Q1	$1K	Sell	160 -998	-86%	-$8.86K	﹤0.01%	2013
2021 Q4	$11K	Hold	1,158	–	–	﹤0.01%	1473
2021 Q3	$11K	Hold	1,158	–	–	﹤0.01%	1454
2021 Q2	$12K	Sell	1,158 -863	-43%	-$9.16K	﹤0.01%	1394
2021 Q1	$21K	Sell	2,021 -8	-0.4%	-$108	﹤0.01%	1075
2020 Q4	$26K	Hold	2,029	–	–	0.01%	898
2020 Q3	$20K	Hold	2,029	–	–	0.01%	801
2020 Q2	$21K	Buy	2,029 +995	+96%	+$8.94K	0.01%	739
2020 Q1	$8K	Buy	+1,034	New	+$12K	﹤0.01%	949

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KGI

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's CS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 134 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CS in Q1 2020 and held it in 10 quarters. The position peaked at $26K in Q4 2020. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 134 Credit Suisse Group shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Credit Suisse Group in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Credit Suisse Group position peaked at $26K in Q4 2020.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.