TD Ameritrade Investment Management’s Credit Suisse Group CS Stock Holding History

TD Ameritrade Investment Management’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
2022 Q3	–	Sell	-1,108	Closed	-$6K	–	639
2022 Q2	$6K	Sell	1,108 -858	-44%	-$5.82K	﹤0.01%	466
2022 Q1	$15K	Buy	1,966 +47	+2%	+$417	﹤0.01%	453
2021 Q4	$18K	Buy	+1,919	New	+$19.2K	﹤0.01%	428
2021 Q3	–	Sell	-1,901	Closed	-$20K	–	715
2021 Q2	$20K	Buy	1,901 +1,790	+1,613%	+$19K	﹤0.01%	398
2021 Q1	$1K	Hold	111	–	–	﹤0.01%	620
2020 Q4	$1K	Buy	+111	New	+$1.29K	﹤0.01%	620
2019 Q1	–	Sell	-623	Closed	-$7K	–	633
2018 Q4	$7K	Buy	623 +527	+549%	+$6.52K	﹤0.01%	412
2018 Q3	$1K	Buy	+96	New	+$1.46K	﹤0.01%	565

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TD Ameritrade Investment Management's CS Position: Q3 2022 in Review

TD Ameritrade Investment Management sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 1,108 shares — an estimated $6K sold.

TD Ameritrade Investment Management first reported a position in CS in Q3 2018 and held it in 8 quarters. The position peaked at $20K in Q2 2021. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

TD Ameritrade Investment Management reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
TD Ameritrade Investment Management sold 1,108 Credit Suisse Group shares in Q3 2022, an estimated $6K.
TD Ameritrade Investment Management first reported a position in Credit Suisse Group in Q3 2018 and held it in 8 quarters.
TD Ameritrade Investment Management's Credit Suisse Group position peaked at $20K in Q2 2021.
178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.