TD Waterhouse Canada’s Credit Suisse Group CS Stock Holding History

TD Waterhouse Canada’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	-1,600	Closed	-$1.49K	–	1853
2023 Q1	$1.49K	Hold	1,600	–	–	﹤0.01%	1554
2022 Q4	$5.32K	Buy	1,600 +1,300	+433%	+$5.06K	﹤0.01%	1338
2022 Q3	$1.64K	Hold	300	–	–	﹤0.01%	1522
2022 Q2	$2.21K	Buy	+300	New	+$2.04K	﹤0.01%	1531

Other funds holding CS

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

TD Waterhouse Canada's CS Position: Q2 2023 in Review

TD Waterhouse Canada sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,600 shares — an estimated $1.49K sold.

TD Waterhouse Canada first reported a position in CS in Q2 2022 and held it in 4 quarters. The position peaked at $5.32K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

TD Waterhouse Canada reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
TD Waterhouse Canada sold 1,600 Credit Suisse Group shares in Q2 2023, an estimated $1.49K.
TD Waterhouse Canada first reported a position in Credit Suisse Group in Q2 2022 and held it in 4 quarters.
TD Waterhouse Canada's Credit Suisse Group position peaked at $5.32K in Q4 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on TD Waterhouse Canada's 13F filing for Q2 2023, filed 13 Nov 2023.