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
2020
Q2 		– Sell
-2,000
Closed -$1K – 2714
2020
Q1 		$1K Buy
+2,000
New +$23.3K ﹤0.01% 2242

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.