PAG
CS

Private Advisory Group’s Credit Suisse Group CS Stock Holding History

Private Advisory Group’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
-45,453
Closed -$40.4K – 241
2023
Q1 		$40.4K Buy
+45,453
New +$127K 0.01% 197

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

Private Advisory Group's CS Position: Q2 2023 in Review

Private Advisory Group sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 45,453 shares — an estimated $40.4K sold.

Private Advisory Group first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $40.4K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Private Advisory Group reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Private Advisory Group sold 45,453 Credit Suisse Group shares in Q2 2023, an estimated $40.4K.
  • Private Advisory Group first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Private Advisory Group's Credit Suisse Group position peaked at $40.4K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.