West Family Investments’s Credit Suisse Group CS Stock Holding History

West Family Investments’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
2022 Q2	–	Sell	-24,877	Closed	-$195K	–	323
2022 Q1	$195K	Buy	+24,877	New	+$221K	0.06%	275
2021 Q4	–	Sell	-24,816	Closed	-$245K	–	378
2021 Q3	$245K	Sell	24,816 -342	-1%	-$3.49K	0.06%	257
2021 Q2	$264K	Buy	+25,158	New	+$267K	0.07%	257

Other funds holding CS

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

West Family Investments's CS Position: Q2 2022 in Review

West Family Investments sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 24,877 shares — an estimated $195K sold.

West Family Investments first reported a position in CS in Q2 2021 and held it in 3 quarters. The position peaked at $264K in Q2 2021. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

West Family Investments reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
West Family Investments sold 24,877 Credit Suisse Group shares in Q2 2022, an estimated $195K.
West Family Investments first reported a position in Credit Suisse Group in Q2 2021 and held it in 3 quarters.
West Family Investments's Credit Suisse Group position peaked at $264K in Q2 2021.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on West Family Investments's 13F filing for Q2 2022, filed 12 Aug 2022.