Crewe Advisors’s Arteris AIP Stock Holding History

Crewe Advisors’s Portfolio AIP Stock Details AIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-355	Closed	-$2.09K	–	932
2023 Q4	$2.09K	Buy	+355	New	+$2K	﹤0.01%	294

Other funds holding AIP

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

Crewe Advisors's AIP Position: Q1 2024 in Review

Crewe Advisors sold out of Arteris (AIP) in Q1 2024, closing a stake of 355 shares — an estimated $2.09K sold.

Crewe Advisors first reported a position in AIP in Q4 2023 and held it in 1 quarter. The position peaked at $2.09K in Q4 2023. 69 funds tracked by Wall St. Rank hold AIP as of Q1 2024.

Crewe Advisors reported no remaining Arteris position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 355 Arteris shares in Q1 2024, an estimated $2.09K.
Crewe Advisors first reported a position in Arteris in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Arteris position peaked at $2.09K in Q4 2023.
69 funds tracked by Wall St. Rank held Arteris as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.