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Carolinas Wealth Consulting’s Cirrus Logic CRUS Stock Holding History

Carolinas Wealth Consulting’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$261 – 1061
2023
Q4 		$261 Hold
3
– – ﹤0.01% 975
2023
Q3 		$210 Sell
3
-3
-50% -$234 ﹤0.01% 1002
2023
Q2 		$458 Buy
6
+2
+50% +$165 ﹤0.01% 1002
2023
Q1 		$438 Buy
+4
New +$389 ﹤0.01% 1008

Other funds holding CRUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's CRUS Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Cirrus Logic (CRUS) in Q1 2024, closing a stake of 3 shares — an estimated $261 sold.

Carolinas Wealth Consulting first reported a position in CRUS in Q1 2023 and held it in 4 quarters. The position peaked at $458 in Q2 2023. 365 funds tracked by Wall St. Rank hold CRUS as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Cirrus Logic position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 Cirrus Logic shares in Q1 2024, an estimated $261.
  • Carolinas Wealth Consulting first reported a position in Cirrus Logic in Q1 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Cirrus Logic position peaked at $458 in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.