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Fortem Financial Group’s Cirrus Logic CRUS Stock Holding History

Fortem Financial Group’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-482
Closed -$40K – 220
2020
Q4 		$40K Buy
+482
New +$36.2K 0.02% 253
2020
Q1 		– Sell
-5,074
Closed -$418K – 134
2019
Q4 		$418K Sell
5,074
-705
-12% -$47.8K 0.31% 81
2019
Q3 		$310K Buy
+5,779
New +$295K 0.26% 83

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fortem Financial Group's CRUS Position: Q1 2021 in Review

Fortem Financial Group sold out of Cirrus Logic (CRUS) in Q1 2021, closing a stake of 482 shares — an estimated $40K sold.

Fortem Financial Group first reported a position in CRUS in Q3 2019 and held it in 3 quarters. The position peaked at $418K in Q4 2019. 315 funds tracked by Wall St. Rank hold CRUS as of Q1 2021.

  • Fortem Financial Group reported no remaining Cirrus Logic position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 482 Cirrus Logic shares in Q1 2021, an estimated $40K.
  • Fortem Financial Group first reported a position in Cirrus Logic in Q3 2019 and held it in 3 quarters.
  • Fortem Financial Group's Cirrus Logic position peaked at $418K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.