SS
CS

Sunbelt Securities’s Credit Suisse Group CS Stock Holding History

Sunbelt Securities’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
-30,930
Closed -$26.9K – 1768
2023
Q1 		$26.9K Hold
30,930
– – ﹤0.01% 881
2022
Q4 		$94K Sell
30,930
-51,401
-62% -$200K 0.02% 445
2022
Q3 		$323K Buy
82,331
+40,000
+94% +$211K 0.07% 310
2022
Q2 		$240K Buy
42,331
+26,184
+162% +$178K 0.05% 372
2022
Q1 		$130K Hold
16,147
– – 0.02% 444
2021
Q4 		$160K Buy
16,147
+3,948
+32% +$39.5K 0.03% 450
2021
Q3 		$119K Hold
12,199
– – 0.02% 430
2021
Q2 		$119K Buy
12,199
+106
+0.9% +$1.13K 0.02% 427
2021
Q1 		$128K Buy
+12,093
New +$164K 0.03% 408

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

Sunbelt Securities's CS Position: Q2 2023 in Review

Sunbelt Securities sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 30,930 shares — an estimated $26.9K sold.

Sunbelt Securities first reported a position in CS in Q1 2021 and held it in 9 quarters. The position peaked at $323K in Q3 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Sunbelt Securities reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 30,930 Credit Suisse Group shares in Q2 2023, an estimated $26.9K.
  • Sunbelt Securities first reported a position in Credit Suisse Group in Q1 2021 and held it in 9 quarters.
  • Sunbelt Securities's Credit Suisse Group position peaked at $323K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.