SW
CS

SVB Wealth’s Credit Suisse Group CS Stock Holding History

SVB Wealth’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
Q1 		– Sell
-11,657
Closed -$35.4K – 1092
2022
Q4 		$35.4K Sell
11,657
-2,210
-16% -$8.6K ﹤0.01% 1021
2022
Q3 		$54K Buy
+13,867
New +$73.2K ﹤0.01% 946
2021
Q2 		– Sell
-19,508
Closed -$206K – 1034
2021
Q1 		$206K Buy
19,508
+473
+2% +$6.41K ﹤0.01% 827
2020
Q4 		$243K Buy
19,035
+5,633
+42% +$65.3K ﹤0.01% 691
2020
Q3 		$134K Buy
+13,402
New +$144K ﹤0.01% 662

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Wealth's CS Position: Q1 2023 in Review

SVB Wealth sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 11,657 shares — an estimated $35.4K sold.

SVB Wealth first reported a position in CS in Q3 2020 and held it in 5 quarters. The position peaked at $243K in Q4 2020. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

  • SVB Wealth reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 11,657 Credit Suisse Group shares in Q1 2023, an estimated $35.4K.
  • SVB Wealth first reported a position in Credit Suisse Group in Q3 2020 and held it in 5 quarters.
  • SVB Wealth's Credit Suisse Group position peaked at $243K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.