SC
CS

Stephens Consulting’s Credit Suisse Group CS Stock Holding History

Stephens Consulting’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
-76
Closed -$68 – 536
2023
Q1 		$68 Hold
76
– – ﹤0.01% 520
2022
Q4 		$231 Hold
76
– – ﹤0.01% 486
2022
Q3 		$298 Hold
76
– – ﹤0.01% 545
2022
Q2 		$431 Buy
+76
New +$516 ﹤0.01% 528

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

Stephens Consulting's CS Position: Q2 2023 in Review

Stephens Consulting sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 76 shares — an estimated $68 sold.

Stephens Consulting first reported a position in CS in Q2 2022 and held it in 4 quarters. The position peaked at $431 in Q2 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Stephens Consulting reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Stephens Consulting sold 76 Credit Suisse Group shares in Q2 2023, an estimated $68.
  • Stephens Consulting first reported a position in Credit Suisse Group in Q2 2022 and held it in 4 quarters.
  • Stephens Consulting's Credit Suisse Group position peaked at $431 in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Stephens Consulting's 13F filing for Q2 2023, filed 21 Jul 2023.