Global Wealth Management Investment Advisory’s Cirrus Logic CRUS Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-500	Closed	-$41.6K	–	205
2023 Q4	$41.6K	Hold	500	–	–	0.01%	203
2023 Q3	$37K	Hold	500	–	–	0.01%	210
2023 Q2	$40.5K	Buy	+500	New	+$41.4K	0.01%	208
2022 Q3	–	Sell	-500	Closed	-$36K	–	215
2022 Q2	$36K	Hold	500	–	–	0.01%	200
2022 Q1	$42K	Hold	500	–	–	0.01%	204
2021 Q4	$46K	Hold	500	–	–	0.01%	196
2021 Q3	$41K	Hold	500	–	–	0.01%	213
2021 Q2	$43K	Hold	500	–	–	0.01%	203
2021 Q1	$42K	Hold	500	–	–	0.02%	203
2020 Q4	$41K	Hold	500	–	–	0.02%	194
2020 Q3	$34K	Hold	500	–	–	0.01%	196
2020 Q2	$31K	Hold	500	–	–	0.01%	229
2020 Q1	$33K	Hold	500	–	–	0.02%	198
2019 Q4	$41K	Buy	+500	New	+$33.9K	0.02%	197

Other funds holding CRUS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's CRUS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Cirrus Logic (CRUS) in Q1 2024, closing a stake of 500 shares — an estimated $41.6K sold.

Global Wealth Management Investment Advisory first reported a position in CRUS in Q4 2019 and held it in 14 quarters. The position peaked at $46K in Q4 2021. 365 funds tracked by Wall St. Rank hold CRUS as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Cirrus Logic position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 500 Cirrus Logic shares in Q1 2024, an estimated $41.6K.
Global Wealth Management Investment Advisory first reported a position in Cirrus Logic in Q4 2019 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Cirrus Logic position peaked at $46K in Q4 2021.
365 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.