Amplius Wealth Advisors’s Cricut CRCT Stock Holding History

Amplius Wealth Advisors’s Portfolio CRCT Stock Details CRCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-520	Closed	-$11K	–	320
2021 Q4	$11K	Buy	+520	New	+$13.2K	﹤0.01%	581

Other funds holding CRCT

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bowie Capital Management Richardson, Texas $2.71B AUM 5.42% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors's CRCT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Cricut (CRCT) in Q1 2022, closing a stake of 520 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in CRCT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 52 funds tracked by Wall St. Rank hold CRCT as of Q1 2022.

Amplius Wealth Advisors reported no remaining Cricut position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 520 Cricut shares in Q1 2022, an estimated $11K.
Amplius Wealth Advisors first reported a position in Cricut in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Cricut position peaked at $11K in Q4 2021.
52 funds tracked by Wall St. Rank held Cricut as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.