SIA
CS

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

Schechter 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
2023
Q2 		– Sell
-18,855
Closed -$16.8K – 750
2023
Q1 		$16.8K Sell
18,855
-202,069
-91% -$564K ﹤0.01% 670
2022
Q4 		$672K Buy
220,924
+153,753
+229% +$598K 0.06% 414
2022
Q3 		$263K Sell
67,171
-98,218
-59% -$518K 0.03% 747
2022
Q2 		$938K Buy
165,389
+75,501
+84% +$512K 0.09% 305
2022
Q1 		$705K Sell
89,888
-8,283
-8% -$73.5K 0.07% 421
2021
Q4 		$947K Buy
+98,171
New +$981K 0.09% 323

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

Schechter Investment Advisors's CS Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 18,855 shares — an estimated $16.8K sold.

Schechter Investment Advisors first reported a position in CS in Q4 2021 and held it in 6 quarters. The position peaked at $947K in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 18,855 Credit Suisse Group shares in Q2 2023, an estimated $16.8K.
  • Schechter Investment Advisors first reported a position in Credit Suisse Group in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's Credit Suisse Group position peaked at $947K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.