TAM
CS

Tucker Asset Management’s Credit Suisse Group CS Stock Holding History

Tucker Asset 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
-1,000
Closed -$890 – 1318
2023
Q1 		$890 Buy
+1,000
New +$2.79K ﹤0.01% 1002

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

Tucker Asset Management's CS Position: Q2 2023 in Review

Tucker Asset Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 1,000 shares — an estimated $890 sold.

Tucker Asset Management first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $890 in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Tucker Asset Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Tucker Asset Management sold 1,000 Credit Suisse Group shares in Q2 2023, an estimated $890.
  • Tucker Asset Management first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • Tucker Asset Management's Credit Suisse Group position peaked at $890 in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.