SN
CS

Sittner & Nelson’s Credit Suisse Group CS Stock Holding History

Sittner & Nelson’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
-20
Closed -$18 – 524
2023
Q1 		$18 Hold
20
– – ﹤0.01% 488
2022
Q4 		$61 Hold
20
– – ﹤0.01% 458
2022
Q3 		$0 Hold
20
– – ﹤0.01% 496
2022
Q2 		$0 Hold
20
– – ﹤0.01% 494
2022
Q1 		$0 Hold
20
– – ﹤0.01% 458
2021
Q4 		$0 Hold
20
– – ﹤0.01% 451
2021
Q3 		$0 Hold
20
– – ﹤0.01% 425
2021
Q2 		$0 Hold
20
– – ﹤0.01% 418
2021
Q1 		$0 Hold
20
– – ﹤0.01% 457
2020
Q4 		$0 Buy
+20
New +$232 ﹤0.01% 428

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

Sittner & Nelson's CS Position: Q2 2023 in Review

Sittner & Nelson sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 20 shares — an estimated $18 sold.

Sittner & Nelson first reported a position in CS in Q4 2020 and held it in 10 quarters. The position peaked at $61 in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Sittner & Nelson reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Sittner & Nelson sold 20 Credit Suisse Group shares in Q2 2023, an estimated $18.
  • Sittner & Nelson first reported a position in Credit Suisse Group in Q4 2020 and held it in 10 quarters.
  • Sittner & Nelson's Credit Suisse Group position peaked at $61 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.