Wealthcare Advisory Partners’s Credit Suisse Group CS Stock Holding History

Wealthcare Advisory Partners’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	-377	Closed	-$4K	–	2015
2021 Q1	$4K	Buy	+377	New	+$5.11K	﹤0.01%	1746
2018 Q2	–	Sell	-74	Closed	-$1K	–	1338
2018 Q1	$1K	Hold	74	–	–	﹤0.01%	1046
2017 Q4	$1K	Hold	74	–	–	﹤0.01%	1044
2017 Q3	$1K	Buy	+74	New	+$1.12K	﹤0.01%	857

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Wealthcare Advisory Partners's CS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 377 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in CS in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 377 Credit Suisse Group shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Credit Suisse Group in Q3 2017 and held it in 4 quarters.
Wealthcare Advisory Partners's Credit Suisse Group position peaked at $4K in Q1 2021.
205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.