S
CS

SignatureFD’s Credit Suisse Group CS Stock Holding History

SignatureFD’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
-18,511
Closed -$16.5K – 3410
2023
Q1 		$16.5K Sell
18,511
-8,313
-31% -$23.2K ﹤0.01% 1973
2022
Q4 		$81.5K Sell
26,824
-18,110
-40% -$70.5K ﹤0.01% 1113
2022
Q3 		$176K Buy
44,934
+8,158
+22% +$43K 0.01% 727
2022
Q2 		$209K Buy
36,776
+4,866
+15% +$33K 0.01% 687
2022
Q1 		$250K Buy
31,910
+2,215
+7% +$19.7K 0.01% 644
2021
Q4 		$286K Buy
29,695
+1,183
+4% +$11.8K 0.01% 586
2021
Q3 		$281K Buy
28,512
+6,246
+28% +$63.8K 0.01% 557
2021
Q2 		$234K Sell
22,266
-3,364
-13% -$35.7K 0.01% 603
2021
Q1 		$272K Buy
25,630
+853
+3% +$11.6K 0.01% 480
2020
Q4 		$317K Buy
24,777
+1,029
+4% +$11.9K 0.01% 384
2020
Q3 		$237K Buy
23,748
+5,089
+27% +$54.5K 0.01% 426
2020
Q2 		$192K Sell
18,659
-6,365
-25% -$57.2K 0.01% 468
2020
Q1 		$202K Sell
25,024
-2,156
-8% -$25.1K 0.02% 411
2019
Q4 		$366K Buy
27,180
+1,762
+7% +$22.5K 0.03% 305
2019
Q3 		$310K Sell
25,418
-1,922
-7% -$23.1K 0.03% 298
2019
Q2 		$327K Buy
27,340
+4,667
+21% +$56.8K 0.03% 261
2019
Q1 		$264K Buy
22,673
+799
+4% +$9.53K 0.02% 307
2018
Q4 		$238K Buy
21,874
+11,604
+113% +$144K 0.02% 317
2018
Q3 		$153K Sell
10,270
-2,805
-21% -$42.8K 0.02% 497
2018
Q2 		$195K Buy
13,075
+7,014
+116% +$113K 0.02% 406
2018
Q1 		$102K Buy
+6,061
New +$111K 0.01% 529
2016
Q4 		– Sell
-2,194
Closed -$29K – 1323
2016
Q3 		$29K Sell
2,194
-2,726
-55% -$33K ﹤0.01% 695
2016
Q2 		$53K Buy
4,920
+4,077
+484% +$55.6K 0.01% 466
2016
Q1 		$12K Buy
843
+91
+12% +$1.45K ﹤0.01% 808
2015
Q4 		$16K Sell
752
-247
-25% -$5.76K ﹤0.01% 630
2015
Q3 		$24K Buy
999
+496
+99% +$13.6K 0.01% 488
2015
Q2 		$14K Buy
503
+314
+166% +$8.49K ﹤0.01% 556
2015
Q1 		$5K Sell
189
-59
-24% -$1.41K ﹤0.01% 679
2014
Q4 		$6K Buy
248
+223
+892% +$5.84K ﹤0.01% 603
2014
Q3 		$1K Hold
25
– – ﹤0.01% 672
2014
Q2 		$1K Sell
25
-90
-78% -$2.75K ﹤0.01% 828
2014
Q1 		$4K Buy
+115
New +$3.6K ﹤0.01% 563

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

SignatureFD's CS Position: Q2 2023 in Review

SignatureFD sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 18,511 shares — an estimated $16.5K sold.

SignatureFD first reported a position in CS in Q1 2014 and held it in 32 quarters. The position peaked at $366K in Q4 2019. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • SignatureFD reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • SignatureFD sold 18,511 Credit Suisse Group shares in Q2 2023, an estimated $16.5K.
  • SignatureFD first reported a position in Credit Suisse Group in Q1 2014 and held it in 32 quarters.
  • SignatureFD's Credit Suisse Group position peaked at $366K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on SignatureFD's 13F filing for Q2 2023, filed 1 Aug 2023.