Sound Income Strategies’s Credit Suisse Group CS Stock Holding History

Sound Income Strategies’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
2021 Q3	–	Sell	-1,340	Closed	-$14K	–	932
2021 Q2	$14K	Hold	1,340	–	–	﹤0.01%	420
2021 Q1	$14.2K	Hold	1,340	–	–	﹤0.01%	411
2020 Q4	$17K	Hold	1,340	–	–	﹤0.01%	356
2020 Q3	$13K	Hold	1,340	–	–	﹤0.01%	374
2020 Q2	$14K	Hold	1,340	–	–	﹤0.01%	338
2020 Q1	$11K	Buy	+1,340	New	+$15.6K	﹤0.01%	337

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound Income Strategies's CS Position: Q3 2021 in Review

Sound Income Strategies sold out of Credit Suisse Group (CS) in Q3 2021, closing a stake of 1,340 shares — an estimated $14K sold.

Sound Income Strategies first reported a position in CS in Q1 2020 and held it in 6 quarters. The position peaked at $17K in Q4 2020. 194 funds tracked by Wall St. Rank hold CS as of Q3 2021.

Sound Income Strategies reported no remaining Credit Suisse Group position as of Q3 2021 after selling out during the quarter.
Sound Income Strategies sold 1,340 Credit Suisse Group shares in Q3 2021, an estimated $14K.
Sound Income Strategies first reported a position in Credit Suisse Group in Q1 2020 and held it in 6 quarters.
Sound Income Strategies's Credit Suisse Group position peaked at $17K in Q4 2020.
194 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2021.

Based on Sound Income Strategies's 13F filing for Q3 2021, filed 12 Oct 2021.