Question 1

How many shares of CS does LPL Financial LLC own?

Accepted Answer

LPL Financial LLC previously held 0 shares of CS (CREDIT SUISSE GROUP) before exiting the position in 2023-Q2.

Question 2

What is LPL Financial LLC's CS position worth?

Accepted Answer

LPL Financial LLC's CS position was last reported at $0 in 2023-Q2 before the exit.

Question 3

Is LPL Financial LLC buying or selling CS?

Accepted Answer

In 2023-Q2, LPL Financial LLC exited their CS position entirely (-100.0% change in shares).

Question 4

When did LPL Financial LLC first buy CS?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in CS in 2018-Q4. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q1	Increased	79,049	+178.9%	$70,338	0.0%	—	34
2022-Q4	Decreased	28,339	-45.6%	$86,150	0.0%	—	0
2022-Q3	Increased	52,119	+77.7%	$204,000	0.0%	—	35
2022-Q2	Decreased	29,326	-9.8%	$166,000	0.0%	—	0
2022-Q1	Decreased	32,512	-0.4%	$255,000	0.0%	—	0
2021-Q4	Decreased	32,640	-5.5%	$315,000	0.0%	—	0
2021-Q3	Increased	34,521	+38.4%	$340,000	0.0%	—	31
2021-Q2	Decreased	24,940	-64.3%	$262,000	0.0%	—	0
2021-Q1	Decreased	69,779	-50.4%	$740,000	0.0%	—	0
2020-Q4	Increased	140,570	+879.5%	$1.8M	0.0%	—	42
2020-Q3	New	14,352	-	$143,000	0.0%	—	31
2020-Q2	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q1	New	16,967	-	$137,000	0.0%	—	31
2019-Q4	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q3	Decreased	14,287	-53.3%	$174,000	0.0%	—	0
2019-Q2	Decreased	30,619	-36.5%	$367,000	0.0%	—	0
2019-Q1	Decreased	48,237	-31.3%	$562,000	0.0%	—	0
2018-Q4	New	70,168	-	$762,000	0.0%	—	34

CS19 quarters

CS
19 quarters