PA
CS

PSI Advisors’s Credit Suisse Group CS Stock Holding History

PSI Advisors’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
-250
Closed -$222 – 894
2023
Q1 		$222 Buy
+250
New +$697 ﹤0.01% 743

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

PSI Advisors's CS Position: Q2 2023 in Review

PSI Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 250 shares — an estimated $222 sold.

PSI Advisors first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $222 in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • PSI Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • PSI Advisors sold 250 Credit Suisse Group shares in Q2 2023, an estimated $222.
  • PSI Advisors first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • PSI Advisors's Credit Suisse Group position peaked at $222 in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.