CA
SPE

Crewe Advisors’s Special Opportunities Fund SPE Stock Holding History

Crewe Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,296
Closed -$97K – 779
2024
Q3 		$97K Hold
7,296
– – 0.01% 234
2024
Q2 		$91.2K Hold
7,296
– – 0.01% 284
2024
Q1 		$88.1K Hold
7,296
– – 0.01% 295
2023
Q4 		$82.7K Hold
7,296
– – 0.01% 106
2023
Q3 		$76.2K Hold
7,296
– – 0.01% 114
2023
Q2 		$78.2K Hold
7,296
– – 0.01% 227
2023
Q1 		$76.3K Hold
7,296
– – 0.01% 257
2022
Q4 		$79.5K Hold
7,296
– – 0.01% 249
2022
Q3 		$77K Hold
7,296
– – 0.01% 256
2022
Q2 		$86K Hold
7,296
– – 0.02% 230
2022
Q1 		$105K Hold
7,296
– – 0.02% 169
2021
Q4 		$108K Hold
7,296
– – 0.02% 132
2021
Q3 		$107K Hold
7,296
– – 0.03% 108
2021
Q2 		$106K Hold
7,296
– – 0.03% 110
2021
Q1 		$102K Hold
7,296
– – 0.03% 105
2020
Q4 		$98K Buy
+7,296
New +$89K 0.04% 98

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Crewe Advisors's SPE Position: Q4 2024 in Review

Crewe Advisors sold out of Special Opportunities Fund (SPE) in Q4 2024, closing a stake of 7,296 shares — an estimated $97K sold.

Crewe Advisors first reported a position in SPE in Q4 2020 and held it in 16 quarters. The position peaked at $108K in Q4 2021. 39 funds tracked by Wall St. Rank hold SPE as of Q4 2024.

  • Crewe Advisors reported no remaining Special Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 7,296 Special Opportunities Fund shares in Q4 2024, an estimated $97K.
  • Crewe Advisors first reported a position in Special Opportunities Fund in Q4 2020 and held it in 16 quarters.
  • Crewe Advisors's Special Opportunities Fund position peaked at $108K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.