WA
CS

Wealth Architects’s Credit Suisse Group CS Stock Holding History

Wealth Architects’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
2021
Q2 		– Sell
-13,350
Closed -$142K – 191
2021
Q1 		$142K Sell
13,350
-11
-0.1% -$149 0.03% 161
2020
Q4 		$171K Hold
13,361
– – 0.04% 156
2020
Q3 		$133K Hold
13,361
– – 0.04% 142
2020
Q2 		$138K Buy
+13,361
New +$120K 0.04% 135

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Wealth Architects's CS Position: Q2 2021 in Review

Wealth Architects sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 13,350 shares — an estimated $142K sold.

Wealth Architects first reported a position in CS in Q2 2020 and held it in 4 quarters. The position peaked at $171K in Q4 2020. 206 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Wealth Architects reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Wealth Architects sold 13,350 Credit Suisse Group shares in Q2 2021, an estimated $142K.
  • Wealth Architects first reported a position in Credit Suisse Group in Q2 2020 and held it in 4 quarters.
  • Wealth Architects's Credit Suisse Group position peaked at $171K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Wealth Architects's 13F filing for Q2 2021, filed 9 Aug 2021.