SFA
CS

Sequoia Financial Advisors’s Credit Suisse Group CS Stock Holding History

Sequoia Financial 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
-10,844
Closed -$9.65K – 1006
2023
Q1 		$9.65K Sell
10,844
-9,568
-47% -$26.7K ﹤0.01% 839
2022
Q4 		$62.1K Sell
20,412
-6,101
-23% -$23.7K ﹤0.01% 784
2022
Q3 		$104K Buy
+26,513
New +$140K ﹤0.01% 512
2022
Q1 		– Sell
-11,435
Closed -$110K – 711
2021
Q4 		$110K Buy
+11,435
New +$114K ﹤0.01% 569

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

Sequoia Financial Advisors's CS Position: Q2 2023 in Review

Sequoia Financial Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 10,844 shares — an estimated $9.65K sold.

Sequoia Financial Advisors first reported a position in CS in Q4 2021 and held it in 4 quarters. The position peaked at $110K in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Sequoia Financial Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,844 Credit Suisse Group shares in Q2 2023, an estimated $9.65K.
  • Sequoia Financial Advisors first reported a position in Credit Suisse Group in Q4 2021 and held it in 4 quarters.
  • Sequoia Financial Advisors's Credit Suisse Group position peaked at $110K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Sequoia Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.