Triumph Capital Management’s Credit Suisse Group CS Stock Holding History

Triumph Capital 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
2023 Q2	–	Sell	-96,933	Closed	-$86.3K	–	257
2023 Q1	$86.3K	Buy	+96,933	New	+$270K	0.04%	187
2022 Q1	–	Sell	-40,350	Closed	-$389K	–	264
2021 Q4	$389K	Hold	40,350	–	–	0.17%	128
2021 Q3	$398K	Buy	+40,350	New	+$412K	0.19%	124

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

Triumph Capital Management's CS Position: Q2 2023 in Review

Triumph Capital Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 96,933 shares — an estimated $86.3K sold.

Triumph Capital Management first reported a position in CS in Q3 2021 and held it in 3 quarters. The position peaked at $398K in Q3 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Triumph Capital Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Triumph Capital Management sold 96,933 Credit Suisse Group shares in Q2 2023, an estimated $86.3K.
Triumph Capital Management first reported a position in Credit Suisse Group in Q3 2021 and held it in 3 quarters.
Triumph Capital Management's Credit Suisse Group position peaked at $398K in Q3 2021.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Triumph Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.