SPIA
CS

Steward Partners Investment Advisory’s Credit Suisse Group CS Stock Holding History

Steward Partners Investment Advisory’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
-13,500
Closed -$12K – 3412
2023
Q1 		$12K Buy
13,500
+9,566
+243% +$26.7K ﹤0.01% 2473
2022
Q4 		$12K Sell
3,934
-2,500
-39% -$9.73K ﹤0.01% 2473
2022
Q3 		$25K Buy
6,434
+5,500
+589% +$29K ﹤0.01% 2127
2022
Q2 		$5K Hold
934
– – ﹤0.01% 2792
2022
Q1 		$7K Buy
934
+434
+87% +$3.85K ﹤0.01% 2801
2021
Q4 		$5K Hold
500
– – ﹤0.01% 2855
2021
Q3 		$5K Buy
+500
New +$5.11K ﹤0.01% 2836
2020
Q1 		– Sell
-3
Closed – – 2757
2019
Q4 		$0 Sell
3
-2
-40% -$26 ﹤0.01% 2792
2019
Q3 		$0 Hold
5
– – ﹤0.01% 2808
2019
Q2 		$0 Buy
+5
New +$61 ﹤0.01% 2713
2018
Q2 		– Sell
-16,140
Closed -$270K – 2577
2018
Q1 		$270K Sell
16,140
-79
-0.5% -$1.45K 0.02% 556
2017
Q4 		$289K Buy
16,219
+2,381
+17% +$39.4K 0.02% 456
2017
Q3 		$218K Buy
+13,838
New +$210K 0.02% 427
2017
Q2 		– Sell
-23
Closed – – 1718
2017
Q1 		$0 Buy
+23
New +$351 ﹤0.01% 1589

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

Steward Partners Investment Advisory's CS Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 13,500 shares — an estimated $12K sold.

Steward Partners Investment Advisory first reported a position in CS in Q1 2017 and held it in 14 quarters. The position peaked at $289K in Q4 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 13,500 Credit Suisse Group shares in Q2 2023, an estimated $12K.
  • Steward Partners Investment Advisory first reported a position in Credit Suisse Group in Q1 2017 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Credit Suisse Group position peaked at $289K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.