SGCA
CS

Steel Grove Capital Advisors’s Credit Suisse Group CS Stock Holding History

Steel Grove Capital Advisors’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
-20,000
Closed -$17.8K – 208
2023
Q1 		$17.8K Buy
+20,000
New +$55.8K ﹤0.01% 188

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Steel Grove Capital Advisors's CS Position: Q2 2023 in Review

Steel Grove Capital Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 20,000 shares — an estimated $17.8K sold.

Steel Grove Capital Advisors first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $17.8K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Steel Grove Capital Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 20,000 Credit Suisse Group shares in Q2 2023, an estimated $17.8K.
  • Steel Grove Capital Advisors first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Steel Grove Capital Advisors's Credit Suisse Group position peaked at $17.8K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.