VFA
CS

Valeo Financial Advisors’s Credit Suisse Group CS Stock Holding History

Valeo Financial Advisors’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
-34,000
Closed -$30.3K – 689
2023
Q1 		$30.3K Buy
+34,000
New +$94.9K ﹤0.01% 595
2021
Q1 		– Sell
-895
Closed -$12.1K – 2235
2020
Q4 		$11K Sell
895
-4,000
-82% -$46.3K ﹤0.01% 1189
2020
Q3 		$49K Hold
4,895
– – ﹤0.01% 679
2020
Q2 		$50K Buy
4,895
+112
+2% +$1.01K ﹤0.01% 735
2020
Q1 		$42K Hold
4,783
– – ﹤0.01% 665
2019
Q4 		$64K Hold
4,783
– – 0.01% 563
2019
Q3 		$58K Hold
4,783
– – 0.01% 556
2019
Q2 		$57K Hold
4,783
– – 0.01% 562
2019
Q1 		$56K Sell
4,783
-888
-16% -$10.6K 0.01% 530
2018
Q4 		$62K Buy
5,671
+692
+14% +$8.56K 0.01% 479
2018
Q3 		$64K Sell
4,979
-1,397
-22% -$21.3K 0.01% 504
2018
Q2 		$96K Sell
6,376
-3,853
-38% -$62.1K 0.01% 400
2018
Q1 		$172K Sell
10,229
-2,638
-21% -$48.3K 0.03% 271
2017
Q4 		$230K Buy
12,867
+3,666
+40% +$60.6K 0.04% 227
2017
Q3 		$145K Buy
+9,201
New +$140K 0.03% 240

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

Valeo Financial Advisors's CS Position: Q2 2023 in Review

Valeo Financial Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 34,000 shares — an estimated $30.3K sold.

Valeo Financial Advisors first reported a position in CS in Q3 2017 and held it in 15 quarters. The position peaked at $230K in Q4 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Valeo Financial Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 34,000 Credit Suisse Group shares in Q2 2023, an estimated $30.3K.
  • Valeo Financial Advisors first reported a position in Credit Suisse Group in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Credit Suisse Group position peaked at $230K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.