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Crewe Advisors’s Shimmick SHIM Stock Holding History

Crewe Advisors’s Portfolio SHIM Stock Details SHIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$3 – 747
2024
Q4 		$3 Hold
1
– – ﹤0.01% 646
2024
Q3 		$3 Hold
1
– – ﹤0.01% 713
2024
Q2 		$2 Hold
1
– – ﹤0.01% 936
2024
Q1 		$6 Hold
1
– – ﹤0.01% 927
2023
Q4 		$7 Buy
+1
New +$6 ﹤0.01% 412

Other funds holding SHIM

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Crewe Advisors's SHIM Position: Q1 2025 in Review

Crewe Advisors sold out of Shimmick (SHIM) in Q1 2025, closing a stake of 1 share — an estimated $3 sold.

Crewe Advisors first reported a position in SHIM in Q4 2023 and held it in 5 quarters. The position peaked at $7 in Q4 2023. 17 funds tracked by Wall St. Rank hold SHIM as of Q1 2025.

  • Crewe Advisors reported no remaining Shimmick position as of Q1 2025 after selling out during the quarter.
  • Crewe Advisors sold 1 Shimmick share in Q1 2025, an estimated $3.
  • Crewe Advisors first reported a position in Shimmick in Q4 2023 and held it in 5 quarters.
  • Crewe Advisors's Shimmick position peaked at $7 in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Shimmick as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.