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Crewe Advisors’s Ball Corp BALL Stock Holding History

Crewe Advisors’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.16K Hold
138
– – ﹤0.01% 686
2025
Q4 		$7.31K Hold
138
– – ﹤0.01% 674
2025
Q3 		$6.96K Buy
+138
New +$7.46K ﹤0.01% 693
2024
Q2 		– Sell
-20
Closed -$1.35K – 946
2024
Q1 		$1.35K Buy
+20
New +$1.22K ﹤0.01% 869
2023
Q1 		– Sell
-45
Closed -$2.3K – 828
2022
Q4 		$2.3K Sell
45
-94
-68% -$4.87K ﹤0.01% 819
2022
Q3 		$7K Buy
139
+20
+17% +$1.23K ﹤0.01% 747
2022
Q2 		$8K Buy
+119
New +$9.03K ﹤0.01% 646
2021
Q4 		– Sell
-17
Closed -$2K – 406
2021
Q3 		$2K Hold
17
– – ﹤0.01% 345
2021
Q2 		$1K Hold
17
– – ﹤0.01% 429
2021
Q1 		$1K Hold
17
– – ﹤0.01% 429
2020
Q4 		$2K Hold
17
– – ﹤0.01% 394
2020
Q3 		$1K Buy
+17
New +$1.31K ﹤0.01% 557

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return