Winch Advisory Services’s Credit Suisse Group CS Stock Holding History

Winch Advisory Services’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	-5,521	Closed	-$5K	–	459
2023 Q1	$5K	Buy	5,521 +5,000	+960%	+$13.9K	﹤0.01%	304
2022 Q4	$2K	Hold	521	–	–	﹤0.01%	353
2022 Q3	$2K	Hold	521	–	–	﹤0.01%	342
2022 Q2	$3K	Buy	521 +6	+1%	+$41	﹤0.01%	334
2022 Q1	$4K	Hold	515	–	–	﹤0.01%	343
2021 Q4	$5K	Hold	515	–	–	﹤0.01%	333
2021 Q3	$5K	Hold	515	–	–	﹤0.01%	336
2021 Q2	$5K	Buy	515 +5	+1%	+$53	﹤0.01%	343
2021 Q1	$5K	Buy	510 +3	+0.6%	+$41	﹤0.01%	318
2020 Q4	$6K	Buy	507 +3	+0.6%	+$35	﹤0.01%	292
2020 Q3	$5K	Buy	504 +48	+11%	+$514	﹤0.01%	266
2020 Q2	$5K	Buy	+456	New	+$4.09K	﹤0.01%	265

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

Winch Advisory Services's CS Position: Q2 2023 in Review

Winch Advisory Services sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 5,521 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in CS in Q2 2020 and held it in 12 quarters. The position peaked at $6K in Q4 2020. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Winch Advisory Services reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Winch Advisory Services sold 5,521 Credit Suisse Group shares in Q2 2023, an estimated $5K.
Winch Advisory Services first reported a position in Credit Suisse Group in Q2 2020 and held it in 12 quarters.
Winch Advisory Services's Credit Suisse Group position peaked at $6K in Q4 2020.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Winch Advisory Services's 13F filing for Q2 2023, filed 8 Aug 2023.