180 Wealth Advisors’s Crocs CROX Stock Holding History

180 Wealth Advisors’s Portfolio CROX Stock Details CROX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,824	Closed	-$1.2M	–	459
2025 Q2	$1.2M	Sell	11,824 -726	-6%	-$74K	0.17%	128
2025 Q1	$1.33M	Buy	12,550 +4,170	+50%	+$432K	0.21%	110
2024 Q4	$918K	Buy	8,380 +1,321	+19%	+$154K	0.14%	137
2024 Q3	$1.02M	Sell	7,059 -189	-3%	-$25.8K	0.16%	131
2024 Q2	$1.04M	Buy	7,248 +111	+2%	+$15.6K	0.17%	121
2024 Q1	$1.03M	Sell	7,137 -79	-1%	-$9K	0.18%	116
2023 Q4	$677K	Sell	7,216 -321	-4%	-$29.6K	0.14%	156
2023 Q3	$665K	Buy	+7,537	New	+$775K	0.15%	145
2023 Q2	–	Sell	-8,586	Closed	-$1.09M	–	373
2023 Q1	$1.09M	Buy	8,586 +1,923	+29%	+$232K	0.25%	101
2022 Q4	$807K	Buy	6,663 +705	+12%	+$62.4K	0.19%	121
2022 Q3	$409K	Sell	5,958 -667	-10%	-$46.3K	0.11%	173
2022 Q2	$318K	Buy	6,625 +2,355	+55%	+$143K	0.08%	244
2022 Q1	$332K	Buy	4,270 +1,164	+37%	+$110K	0.07%	258
2021 Q4	$317K	Buy	3,106 +784	+34%	+$121K	0.07%	266
2021 Q3	$319K	Buy	+2,322	New	+$319K	0.07%	274

Other funds holding CROX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return