XS
CS

XR Securities’s Credit Suisse Group CS Stock Holding History

XR Securities’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
-32,517
Closed -$28.9K – 480
2023
Q1 		$28.9K Buy
+32,517
New +$90.7K ﹤0.01% 404

Other funds holding CS

IA
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

XR Securities's CS Position: Q2 2023 in Review

XR Securities sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 32,517 shares — an estimated $28.9K sold.

XR Securities first reported a position in CS in Q1 2023 and held it in 1 quarter. The position peaked at $28.9K in Q1 2023. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • XR Securities reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • XR Securities sold 32,517 Credit Suisse Group shares in Q2 2023, an estimated $28.9K.
  • XR Securities first reported a position in Credit Suisse Group in Q1 2023 and held it in 1 quarter.
  • XR Securities's Credit Suisse Group position peaked at $28.9K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on XR Securities's 13F filing for Q2 2023, filed 8 Aug 2023.