Crewe Advisors’s GoodRx Holdings GDRX Stock Holding History

Crewe Advisors’s Portfolio GDRX Stock Details GDRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,500	Closed	-$13.8K	–	709
2023 Q2	$13.8K	Hold	2,500	–	–	﹤0.01%	373
2023 Q1	$15.6K	Hold	2,500	–	–	﹤0.01%	475
2022 Q4	$11.7K	Hold	2,500	–	–	﹤0.01%	527
2022 Q3	$12K	Buy	+2,500	New	+$15.8K	﹤0.01%	607
2022 Q2	–	Sell	-1,500	Closed	-$29K	–	1145
2022 Q1	$29K	Hold	1,500	–	–	0.01%	271
2021 Q4	$49K	Hold	1,500	–	–	0.01%	188
2021 Q3	$62K	Hold	1,500	–	–	0.01%	140
2021 Q2	$54K	Hold	1,500	–	–	0.01%	150
2021 Q1	$59K	Hold	1,500	–	–	0.01%	140
2020 Q4	$61K	Hold	1,500	–	–	0.02%	125
2020 Q3	$83K	Buy	+1,500	New	+$79.4K	0.04%	96

Other funds holding GDRX

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PTC

Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SQN Investors Menlo Park, California $12.8M AUM

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Crewe Advisors's GDRX Position: Q3 2023 in Review

Crewe Advisors sold out of GoodRx Holdings (GDRX) in Q3 2023, closing a stake of 2,500 shares — an estimated $13.8K sold.

Crewe Advisors first reported a position in GDRX in Q3 2020 and held it in 11 quarters. The position peaked at $83K in Q3 2020. 155 funds tracked by Wall St. Rank hold GDRX as of Q3 2023.

Crewe Advisors reported no remaining GoodRx Holdings position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 2,500 GoodRx Holdings shares in Q3 2023, an estimated $13.8K.
Crewe Advisors first reported a position in GoodRx Holdings in Q3 2020 and held it in 11 quarters.
Crewe Advisors's GoodRx Holdings position peaked at $83K in Q3 2020.
155 funds tracked by Wall St. Rank held GoodRx Holdings as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.