SFS
CS

Sowell Financial Services’s Credit Suisse Group CS Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-916
Closed -$9K – 2999
2021
Q1 		$9K Buy
916
+77
+9% +$1.04K ﹤0.01% 2381
2020
Q4 		$11K Buy
839
+379
+82% +$4.39K ﹤0.01% 1984
2020
Q3 		$5K Sell
460
-149
-24% -$1.6K ﹤0.01% 2020
2020
Q2 		$6K Hold
609
– – ﹤0.01% 1868
2020
Q1 		$5K Buy
609
+219
+56% +$2.55K ﹤0.01% 1847
2019
Q4 		$5K Hold
390
– – ﹤0.01% 1934
2019
Q3 		$5K Buy
+390
New +$4.69K ﹤0.01% 1793

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Sowell Financial Services's CS Position: Q2 2021 in Review

Sowell Financial Services sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 916 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in CS in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q4 2020. 206 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Sowell Financial Services reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 916 Credit Suisse Group shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in Credit Suisse Group in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Credit Suisse Group position peaked at $11K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.