Wealthspire Advisors (New York)’s Credit Suisse Group CS Stock Holding History

Wealthspire Advisors (New York)’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	-10,000	Closed	-$8.9K	–	573
2023 Q1	$8.9K	Buy	+10,000	New	+$27.9K	﹤0.01%	531
2019 Q1	–	Sell	-1,337	Closed	-$15K	–	854
2018 Q4	$15K	Buy	+1,337	New	+$16.5K	﹤0.01%	413

Other funds holding CS

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

Wealthspire Advisors (New York)'s CS Position: Q2 2023 in Review

Wealthspire Advisors (New York) sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 10,000 shares — an estimated $8.9K sold.

Wealthspire Advisors (New York) first reported a position in CS in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q4 2018. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Wealthspire Advisors (New York) reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10,000 Credit Suisse Group shares in Q2 2023, an estimated $8.9K.
Wealthspire Advisors (New York) first reported a position in Credit Suisse Group in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Credit Suisse Group position peaked at $15K in Q4 2018.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2023, filed 1 Aug 2023.