WP
CS

WealthPLAN Partners’s Credit Suisse Group CS Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-400
Closed -$356 – 1422
2023
Q1 		$356 Buy
+400
New +$1.12K ﹤0.01% 1264

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WealthPLAN Partners's CS Position: Q2 2023 in Review

WealthPLAN Partners sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 400 shares — an estimated $356 sold.

WealthPLAN Partners first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $356 in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • WealthPLAN Partners reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 400 Credit Suisse Group shares in Q2 2023, an estimated $356.
  • WealthPLAN Partners first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Credit Suisse Group position peaked at $356 in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.