JFS Wealth Advisors’s Crocs CROX Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$3.5K	Buy	29 +7	+32%	+$765	﹤0.01%	1424
2026 Q1	$1.83K	Sell	22 -9	-29%	-$771	﹤0.01%	1532
2025 Q4	$2.65K	Buy	31 +23	+288%	+$1.92K	﹤0.01%	1459
2025 Q3	$669	Sell	8 -23	-74%	-$2.1K	﹤0.01%	1708
2025 Q2	$3.14K	Buy	31 +10	+48%	+$1.02K	﹤0.01%	1257
2025 Q1	$2.23K	Buy	21 +14	+200%	+$1.45K	﹤0.01%	1432
2024 Q4	$767	Sell	7 -16	-70%	-$1.86K	﹤0.01%	1723
2024 Q3	$3.33K	Buy	23 +14	+156%	+$1.91K	﹤0.01%	1271
2024 Q2	$1.31K	Hold	9	–	–	﹤0.01%	1591
2024 Q1	$1.29K	Buy	9 +3	+50%	+$342	﹤0.01%	1585
2023 Q4	$561	Sell	6 -2	-25%	-$185	﹤0.01%	1783
2023 Q3	$706	Buy	8 +5	+167%	+$514	﹤0.01%	1674
2023 Q2	$338	Hold	3	–	–	﹤0.01%	1811
2023 Q1	$380	Hold	3	–	–	﹤0.01%	1752
2022 Q4	$325	Hold	3	–	–	﹤0.01%	1794
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1766
2022 Q2	$0	Sell	3 -17	-85%	-$1.03K	﹤0.01%	1782
2022 Q1	$2K	Buy	20 +12	+150%	+$1.14K	﹤0.01%	1394
2021 Q4	$1K	Buy	+8	New	+$1.23K	﹤0.01%	1309

Other funds holding CROX

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return