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PFG
CS
Prosperity Financial Group’s
Credit Suisse Group
CS
Stock Holding History
Prosperity Financial Group’s Portfolio
CS Stock Details
CS Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-10,000
Closed
-$8.9K
–
137
2023
Q1
$8.9K
Buy
+10,000
New
+$27.9K
0.01%
101
Other funds holding CS
IFP Advisors
Tampa, Florida
$5.54B AUM
27.43%
1-Year Est. Return
Blue Trust Inc
Alpharetta, Georgia
$9.51B AUM
13.02%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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