IBEX Wealth Advisors’s Cricut CRCT Stock Holding History

IBEX Wealth Advisors’s Portfolio CRCT Stock Details CRCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,500	Closed	-$41K	–	234
2021 Q3	$41K	Buy	+1,500	New	+$48.8K	0.01%	283

Other funds holding CRCT

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BCM

Bowie Capital Management Richardson, Texas $2.71B AUM 5.42% 1-Year Est. Return

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

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

IBEX Wealth Advisors's CRCT Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Cricut (CRCT) in Q4 2021, closing a stake of 1,500 shares — an estimated $41K sold.

IBEX Wealth Advisors first reported a position in CRCT in Q3 2021 and held it in 1 quarter. The position peaked at $41K in Q3 2021. 52 funds tracked by Wall St. Rank hold CRCT as of Q4 2021.

IBEX Wealth Advisors reported no remaining Cricut position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1,500 Cricut shares in Q4 2021, an estimated $41K.
IBEX Wealth Advisors first reported a position in Cricut in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Cricut position peaked at $41K in Q3 2021.
52 funds tracked by Wall St. Rank held Cricut as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.