WQ
CS

Wealth Quarterback’s Credit Suisse Group CS Stock Holding History

Wealth Quarterback’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
2020
Q2 		– Sell
-141
Closed -$1.14K – 853
2020
Q1 		$1.14K Hold
141
– – ﹤0.01% 813
2019
Q4 		$1.9K Buy
+141
New +$1.8K ﹤0.01% 766

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Quarterback's CS Position: Q2 2020 in Review

Wealth Quarterback sold out of Credit Suisse Group (CS) in Q2 2020, closing a stake of 141 shares — an estimated $1.14K sold.

Wealth Quarterback first reported a position in CS in Q4 2019 and held it in 2 quarters. The position peaked at $1.9K in Q4 2019. 172 funds tracked by Wall St. Rank hold CS as of Q2 2020.

  • Wealth Quarterback reported no remaining Credit Suisse Group position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 141 Credit Suisse Group shares in Q2 2020, an estimated $1.14K.
  • Wealth Quarterback first reported a position in Credit Suisse Group in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Credit Suisse Group position peaked at $1.9K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.