Wolff Wiese Magana’s Credit Suisse Group CS Stock Holding History

Wolff Wiese Magana’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	-300	Closed	-$267	–	849
2023 Q1	$267	Hold	300	–	–	﹤0.01%	708
2022 Q4	$912	Hold	300	–	–	﹤0.01%	583
2022 Q3	$1K	Hold	300	–	–	﹤0.01%	810
2022 Q2	$2K	Buy	300 +100	+50%	+$679	﹤0.01%	744
2022 Q1	$2K	Buy	+200	New	+$1.77K	﹤0.01%	744

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

Wolff Wiese Magana's CS Position: Q2 2023 in Review

Wolff Wiese Magana sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 300 shares — an estimated $267 sold.

Wolff Wiese Magana first reported a position in CS in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Wolff Wiese Magana reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Wolff Wiese Magana sold 300 Credit Suisse Group shares in Q2 2023, an estimated $267.
Wolff Wiese Magana first reported a position in Credit Suisse Group in Q1 2022 and held it in 5 quarters.
Wolff Wiese Magana's Credit Suisse Group position peaked at $2K in Q2 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Wolff Wiese Magana's 13F filing for Q2 2023, filed 1 Aug 2023.