Core Wealth Advisors (Florida)’s Micron Technology MU Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-60	Closed	-$7.07K	–	170
2024 Q1	$7.07K	Hold	60	–	–	﹤0.01%	208
2023 Q4	$5.12K	Hold	60	–	–	﹤0.01%	218
2023 Q3	$4.08K	Hold	60	–	–	﹤0.01%	203
2023 Q2	$3.79K	Hold	60	–	–	﹤0.01%	209
2023 Q1	$3.62K	Hold	60	–	–	﹤0.01%	210
2022 Q4	$3K	Hold	60	–	–	﹤0.01%	229
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	195
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	193
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	165
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	174
2021 Q3	$4K	Sell	60 -13,707	-100%	-$1.03M	﹤0.01%	168
2021 Q2	$1.17M	Buy	13,767 +13,713	+25,394%	+$1.16M	0.78%	19
2021 Q1	$5K	Buy	54 +12	+29%	+$1.02K	﹤0.01%	142
2020 Q4	$3K	Hold	42	–	–	﹤0.01%	156
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	135
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	112
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	134
2019 Q4	$2K	Buy	+42	New	+$2.01K	﹤0.01%	117

Other funds holding MU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MU Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Micron Technology (MU) in Q2 2024, closing a stake of 60 shares — an estimated $7.07K sold.

Core Wealth Advisors (Florida) first reported a position in MU in Q4 2019 and held it in 18 quarters. The position peaked at $1.17M in Q2 2021. 1,792 funds tracked by Wall St. Rank hold MU as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Micron Technology position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 60 Micron Technology shares in Q2 2024, an estimated $7.07K.
Core Wealth Advisors (Florida) first reported a position in Micron Technology in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Micron Technology position peaked at $1.17M in Q2 2021.
1,792 funds tracked by Wall St. Rank held Micron Technology as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.