Crewe Advisors’s TrueCar TRUE Stock Holding History

Crewe Advisors’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-641	Closed	-$1K	–	1271
2022 Q3	$1K	Hold	641	–	–	﹤0.01%	1210
2022 Q2	$2K	Buy	+641	New	+$2.13K	﹤0.01%	1019

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Crewe Advisors's TRUE Position: Q4 2022 in Review

Crewe Advisors sold out of TrueCar (TRUE) in Q4 2022, closing a stake of 641 shares — an estimated $1K sold.

Crewe Advisors first reported a position in TRUE in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 113 funds tracked by Wall St. Rank hold TRUE as of Q4 2022.

Crewe Advisors reported no remaining TrueCar position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 641 TrueCar shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in TrueCar in Q2 2022 and held it in 2 quarters.
Crewe Advisors's TrueCar position peaked at $2K in Q2 2022.
113 funds tracked by Wall St. Rank held TrueCar as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.