DWA
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Delap Wealth Advisory’s Crocs CROX Stock Holding History

Delap Wealth Advisory’s Portfolio CROX Stock Details CROX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,709
Closed -$390K – 163
2024
Q1 		$390K Buy
+2,709
New +$309K 0.16% 104

Other funds holding CROX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPA
WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's CROX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Crocs (CROX) in Q2 2024, closing a stake of 2,709 shares — an estimated $390K sold.

Delap Wealth Advisory first reported a position in CROX in Q1 2024 and held it in 1 quarter. The position peaked at $390K in Q1 2024. 522 funds tracked by Wall St. Rank hold CROX as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Crocs position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,709 Crocs shares in Q2 2024, an estimated $390K.
  • Delap Wealth Advisory first reported a position in Crocs in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Crocs position peaked at $390K in Q1 2024.
  • 522 funds tracked by Wall St. Rank held Crocs as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.