Prospera Financial Services’s Credit Suisse Group CS Stock Holding History

Prospera Financial 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 Q3	–	Sell	-65	Closed	–	–	1659
2022 Q2	$0	Sell	65 -63	-49%	-$428	﹤0.01%	2753
2022 Q1	$1K	Buy	+128	New	+$1.14K	﹤0.01%	2716
2020 Q4	–	Sell	-64	Closed	-$1K	–	1661
2020 Q3	$1K	Buy	+64	New	+$686	﹤0.01%	1595

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

Prospera Financial Services's CS Position: Q3 2022 in Review

Prospera Financial Services sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 65 shares.

Prospera Financial Services first reported a position in CS in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

Prospera Financial Services reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 65 Credit Suisse Group shares in Q3 2022.
Prospera Financial Services first reported a position in Credit Suisse Group in Q3 2020 and held it in 3 quarters.
Prospera Financial Services's Credit Suisse Group position peaked at $1K in Q1 2022.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.