PLU
CS

Performa Ltd (US)’s Credit Suisse Group CS Stock Holding History

Performa Ltd (US)’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
-33,000
Closed -$29.4K – 83
2023
Q1 		$29.4K Buy
33,000
+10,500
+47% +$29.3K 0.02% 24
2022
Q4 		$68.4K Buy
22,500
+12,000
+114% +$46.7K 0.04% 19
2022
Q3 		$41K Buy
10,500
+9,500
+950% +$50.1K 0.03% 20
2022
Q2 		$6K Buy
+1,000
New +$6.79K ﹤0.01% 40

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Performa Ltd (US)'s CS Position: Q2 2023 in Review

Performa Ltd (US) sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 33,000 shares — an estimated $29.4K sold.

Performa Ltd (US) first reported a position in CS in Q2 2022 and held it in 4 quarters. The position peaked at $68.4K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Performa Ltd (US) reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Performa Ltd (US) sold 33,000 Credit Suisse Group shares in Q2 2023, an estimated $29.4K.
  • Performa Ltd (US) first reported a position in Credit Suisse Group in Q2 2022 and held it in 4 quarters.
  • Performa Ltd (US)'s Credit Suisse Group position peaked at $68.4K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Performa Ltd (US)'s 13F filing for Q2 2023, filed 4 Aug 2023.