Avondale Wealth Management’s Salesforce CRM Stock Holding History

Avondale Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-80	Closed	-$20K	–	123
2021 Q4	$20K	Hold	80	–	–	0.02%	91
2021 Q3	$22K	Hold	80	–	–	0.02%	92
2021 Q2	$20K	Hold	80	–	–	0.02%	91
2021 Q1	$17K	Hold	80	–	–	0.02%	89
2020 Q4	$18K	Hold	80	–	–	0.02%	85
2020 Q3	$20K	Hold	80	–	–	0.03%	75
2020 Q2	$15K	Hold	80	–	–	0.02%	73
2020 Q1	$12K	Hold	80	–	–	0.02%	84
2019 Q4	$13K	Hold	80	–	–	0.02%	86
2019 Q3	$12K	Sell	80 -80	-50%	-$12.2K	0.02%	87
2019 Q2	$24K	Hold	160	–	–	0.02%	73
2019 Q1	$25K	Buy	160 +80	+100%	+$12.4K	0.02%	72
2018 Q4	$11K	Buy	+80	New	+$11K	0.01%	93

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Fidelity Investments

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return