HGWM
CRUS icon

Harvest Group Wealth Management’s Cirrus Logic CRUS Stock Holding History

Harvest Group Wealth Management’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
-43
Closed -$4K – 179
2020
Q4 		$4K Sell
43
-40
-48% -$3.01K ﹤0.01% 269
2020
Q3 		$6K Buy
83
+35
+73% +$2.19K ﹤0.01% 250
2020
Q2 		$2K Buy
48
+22
+85% +$1.5K ﹤0.01% 296
2020
Q1 		$1K Sell
26
-3
-10% -$222 ﹤0.01% 367
2019
Q4 		$2K Hold
29
– – ﹤0.01% 589
2019
Q3 		$2K Hold
29
– – ﹤0.01% 668
2019
Q2 		$1K Hold
29
– – ﹤0.01% 688
2019
Q1 		$1K Buy
+29
New +$1.12K ﹤0.01% 752

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

Harvest Group Wealth Management's CRUS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cirrus Logic (CRUS) in Q1 2021, closing a stake of 43 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in CRUS in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2020. 315 funds tracked by Wall St. Rank hold CRUS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cirrus Logic position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 43 Cirrus Logic shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Cirrus Logic in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Cirrus Logic position peaked at $6K in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.