Wells Fargo
CS

Wells Fargo’s Credit Suisse Group CS Stock Holding History

Wells Fargo’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
2018
Q2 		– Sell
-37,000
Closed -$24K – 6657
2018
Q1 		$24K Buy
+37,000
New +$678K ﹤0.01% 5768

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

Wells Fargo's CS Position: Q2 2023 in Review

Wells Fargo sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 249,406 shares — an estimated $222K sold.

Wells Fargo first reported a position in CS in Q2 2013 and held it in 40 quarters. The position peaked at $19.8M in Q4 2015. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Wells Fargo reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Wells Fargo sold 249,406 Credit Suisse Group shares in Q2 2023, an estimated $222K.
  • Wells Fargo first reported a position in Credit Suisse Group in Q2 2013 and held it in 40 quarters.
  • Wells Fargo's Credit Suisse Group position peaked at $19.8M in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.