Crewe Advisors’s Procept Biorobotics PRCT Stock Holding History

Crewe Advisors’s Portfolio PRCT Stock Details PRCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4	Closed	-$132	–	626
2023 Q3	$132	Hold	4	–	–	﹤0.01%	499
2023 Q2	$142	Buy	+4	New	+$132	﹤0.01%	779

Other funds holding PRCT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's PRCT Position: Q4 2023 in Review

Crewe Advisors sold out of Procept Biorobotics (PRCT) in Q4 2023, closing a stake of 4 shares — an estimated $132 sold.

Crewe Advisors first reported a position in PRCT in Q2 2023 and held it in 2 quarters. The position peaked at $142 in Q2 2023. 145 funds tracked by Wall St. Rank hold PRCT as of Q4 2023.

Crewe Advisors reported no remaining Procept Biorobotics position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 4 Procept Biorobotics shares in Q4 2023, an estimated $132.
Crewe Advisors first reported a position in Procept Biorobotics in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Procept Biorobotics position peaked at $142 in Q2 2023.
145 funds tracked by Wall St. Rank held Procept Biorobotics as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.