Crewe Advisors’s QCR Holdings QCRH Stock Holding History

Crewe Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6	Closed	-$292	–	631
2023 Q3	$292	Buy	6 +3	+100%	+$148	﹤0.01%	421
2023 Q2	$124	Buy	+3	New	+$123	﹤0.01%	833

Other funds holding QCRH

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

Crewe Advisors's QCRH Position: Q4 2023 in Review

Crewe Advisors sold out of QCR Holdings (QCRH) in Q4 2023, closing a stake of 6 shares — an estimated $292 sold.

Crewe Advisors first reported a position in QCRH in Q2 2023 and held it in 2 quarters. The position peaked at $292 in Q3 2023. 147 funds tracked by Wall St. Rank hold QCRH as of Q4 2023.

Crewe Advisors reported no remaining QCR Holdings position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 6 QCR Holdings shares in Q4 2023, an estimated $292.
Crewe Advisors first reported a position in QCR Holdings in Q2 2023 and held it in 2 quarters.
Crewe Advisors's QCR Holdings position peaked at $292 in Q3 2023.
147 funds tracked by Wall St. Rank held QCR Holdings as of Q4 2023.

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