RIA
CS

Realta Investment Advisors’s Credit Suisse Group CS Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-127
Closed -$2K – 1503
2019
Q4 		$2K Buy
+127
New +$1.62K ﹤0.01% 1510

Other funds holding CS

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EARNEST Partners
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's CS Position: Q1 2020 in Review

Realta Investment Advisors sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 127 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in CS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

  • Realta Investment Advisors reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 127 Credit Suisse Group shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Credit Suisse Group in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Credit Suisse Group position peaked at $2K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.