VPIM
CS

Vanguard Personalized Indexing Management’s Credit Suisse Group CS Stock Holding History

Vanguard Personalized Indexing 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
-44,431
Closed -$41K – 1551
2023
Q1 		$41K Buy
44,431
+6,196
+16% +$17.3K ﹤0.01% 1433
2022
Q4 		$116K Sell
38,235
-20,270
-35% -$78.9K ﹤0.01% 1213
2022
Q3 		$229K Sell
58,505
-5,960
-9% -$31.4K 0.01% 1061
2022
Q2 		$366K Buy
64,465
+22,029
+52% +$150K 0.02% 918
2022
Q1 		$333K Buy
42,436
+4,569
+12% +$40.6K 0.02% 969
2021
Q4 		$365K Buy
37,867
+3,221
+9% +$32.2K 0.02% 811
2021
Q3 		$342K Buy
34,646
+5,997
+21% +$61.3K 0.03% 708
2021
Q2 		$301K Sell
28,649
-3,894
-12% -$41.3K 0.03% 725
2021
Q1 		$345K Sell
32,543
-3,298
-9% -$44.7K 0.05% 451
2020
Q4 		$459K Buy
35,841
+7,812
+28% +$90.5K 0.1% 239
2020
Q3 		$279K Buy
28,029
+6,258
+29% +$67.1K 0.08% 313
2020
Q2 		$224K Buy
21,771
+10,082
+86% +$90.5K 0.1% 267
2020
Q1 		$95K Buy
+11,689
New +$136K 0.06% 246

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

Vanguard Personalized Indexing Management's CS Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 44,431 shares — an estimated $41K sold.

Vanguard Personalized Indexing Management first reported a position in CS in Q1 2020 and held it in 13 quarters. The position peaked at $459K in Q4 2020. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Vanguard Personalized Indexing Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 44,431 Credit Suisse Group shares in Q2 2023, an estimated $41K.
  • Vanguard Personalized Indexing Management first reported a position in Credit Suisse Group in Q1 2020 and held it in 13 quarters.
  • Vanguard Personalized Indexing Management's Credit Suisse Group position peaked at $459K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.