Pinnacle Wealth Planning Services’s Credit Suisse Group CS Stock Holding History

Pinnacle Wealth Planning Services’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	-32,529	Closed	-$128K	–	498
2022 Q3	$128K	Buy	32,529 +21,096	+185%	+$111K	0.02%	353
2022 Q2	$65K	Buy	+11,433	New	+$77.6K	0.01%	402
2022 Q1	–	Sell	-18,353	Closed	-$177K	–	487
2021 Q4	$177K	Sell	18,353 -9,412	-34%	-$94.1K	0.03%	374
2021 Q3	$274K	Buy	27,765 +12,762	+85%	+$130K	0.06%	257
2021 Q2	$158K	Buy	15,003 +65	+0.4%	+$690	0.04%	331
2021 Q1	$158K	Buy	14,938 +10,510	+237%	+$142K	0.04%	313
2020 Q4	$57K	Buy	+4,428	New	+$51.3K	0.01%	732

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

Pinnacle Wealth Planning Services's CS Position: Q4 2022 in Review

Pinnacle Wealth Planning Services sold out of Credit Suisse Group (CS) in Q4 2022, closing a stake of 32,529 shares — an estimated $128K sold.

Pinnacle Wealth Planning Services first reported a position in CS in Q4 2020 and held it in 7 quarters. The position peaked at $274K in Q3 2021. 183 funds tracked by Wall St. Rank hold CS as of Q4 2022.

Pinnacle Wealth Planning Services reported no remaining Credit Suisse Group position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 32,529 Credit Suisse Group shares in Q4 2022, an estimated $128K.
Pinnacle Wealth Planning Services first reported a position in Credit Suisse Group in Q4 2020 and held it in 7 quarters.
Pinnacle Wealth Planning Services's Credit Suisse Group position peaked at $274K in Q3 2021.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2022, filed 13 Feb 2023.