WIM
CS

Westside Investment Management’s Credit Suisse Group CS Stock Holding History

Westside Investment Management’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
-2,500
Closed -$26.5K – 769
2021
Q1 		$26.5K Sell
2,500
-2,200
-47% -$29.8K 0.07% 137
2020
Q4 		$60.2K Hold
4,700
– – 0.16% 91
2020
Q3 		$46.9K Hold
4,700
– – 0.02% 95
2020
Q2 		$48.5K Sell
4,700
-218
-4% -$1.96K 0.03% 74
2020
Q1 		$38K Buy
+4,918
New +$57.2K 0.03% 91
2019
Q2 		$6 Buy
+518
New +$6.31K ﹤0.01% 541
2018
Q4 		$29.5K Sell
2,718
-172
-6% -$2.13K 0.01% 348
2018
Q3 		$43.1K Buy
2,890
+999
+53% +$15.2K 0.01% 272
2018
Q2 		$28.1K Buy
1,891
+4
+0.2% +$64 0.01% 353
2018
Q1 		$31K Sell
1,887
-800
-30% -$14.7K 0.02% 324
2017
Q4 		$48.8K Buy
2,687
+1,764
+191% +$29.2K 0.03% 287
2017
Q3 		$14.6K Hold
923
– – 0.01% 464
2017
Q2 		$14K Buy
923
+723
+362% +$10.4K 0.01% 450
2017
Q1 		$2.88K Sell
200
-3,580
-95% -$54.7K ﹤0.01% 680
2016
Q4 		$60.2K Buy
+3,780
New +$53K 0.04% 176

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Westside Investment Management's CS Position: Q2 2021 in Review

Westside Investment Management sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 2,500 shares — an estimated $26.5K sold.

Westside Investment Management first reported a position in CS in Q4 2016 and held it in 15 quarters. The position peaked at $60.2K in Q4 2016. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Westside Investment Management reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Westside Investment Management sold 2,500 Credit Suisse Group shares in Q2 2021, an estimated $26.5K.
  • Westside Investment Management first reported a position in Credit Suisse Group in Q4 2016 and held it in 15 quarters.
  • Westside Investment Management's Credit Suisse Group position peaked at $60.2K in Q4 2016.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Westside Investment Management's 13F filing for Q2 2021, filed 28 Jul 2021.