Retirement Planning Company of New England’s Credit Suisse Group CS Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-6,886	Closed	-$66K	–	960
2021 Q4	$66K	Buy	+6,886	New	+$68.8K	0.03%	370

Other funds holding CS

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Retirement Planning Company of New England's CS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Credit Suisse Group (CS) in Q1 2022, closing a stake of 6,886 shares — an estimated $66K sold.

Retirement Planning Company of New England first reported a position in CS in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 203 funds tracked by Wall St. Rank hold CS as of Q1 2022.

Retirement Planning Company of New England reported no remaining Credit Suisse Group position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 6,886 Credit Suisse Group shares in Q1 2022, an estimated $66K.
Retirement Planning Company of New England first reported a position in Credit Suisse Group in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's Credit Suisse Group position peaked at $66K in Q4 2021.
203 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.