PP
CS

PDS Planning’s Credit Suisse Group CS Stock Holding History

PDS Planning’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
-12,711
Closed -$11.3K – 352
2023
Q1 		$11.3K Buy
+12,711
New +$35.5K ﹤0.01% 303
2022
Q4 		– Sell
-12,134
Closed -$48K – 236
2022
Q3 		$48K Buy
+12,134
New +$64K 0.01% 198

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

PDS Planning's CS Position: Q2 2023 in Review

PDS Planning sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 12,711 shares — an estimated $11.3K sold.

PDS Planning first reported a position in CS in Q3 2022 and held it in 2 quarters. The position peaked at $48K in Q3 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • PDS Planning reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • PDS Planning sold 12,711 Credit Suisse Group shares in Q2 2023, an estimated $11.3K.
  • PDS Planning first reported a position in Credit Suisse Group in Q3 2022 and held it in 2 quarters.
  • PDS Planning's Credit Suisse Group position peaked at $48K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on PDS Planning's 13F filing for Q2 2023, filed 21 Jul 2023.