JP Morgan Private Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$279K	Sell	3,771 -869	-19%	-$67.9K	﹤0.01%	1511
2023 Q2	$376K	Sell	4,640 -327	-7%	-$27.1K	﹤0.01%	1147
2023 Q1	$543K	Sell	4,967 -282	-5%	-$27.4K	﹤0.01%	1441
2022 Q4	$391K	Sell	5,249 -494	-9%	-$35.5K	﹤0.01%	1559
2022 Q3	$395K	Buy	5,743 +973	+20%	+$76.4K	﹤0.01%	1549
2022 Q2	$346K	Buy	4,770 +1,203	+34%	+$93.2K	﹤0.01%	1590
2022 Q1	$302K	Buy	3,567 +43	+1%	+$3.69K	﹤0.01%	1746
2021 Q4	$324K	Sell	3,524 -2	-0.1%	-$166	﹤0.01%	1721
2021 Q3	$290K	Buy	3,526 +562	+19%	+$46.7K	﹤0.01%	1709
2021 Q2	$252K	Buy	+2,964	New	+$238K	﹤0.01%	1736

Other funds holding CRUS

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's CRUS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Cirrus Logic (CRUS) stake by 19% in Q3 2023, selling an estimated $67.9K and leaving 3,771 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

JP Morgan Private Wealth Advisors first reported a position in CRUS in Q2 2021 and has held it in 10 quarters since. The position peaked at $543K in Q1 2023. 342 funds tracked by Wall St. Rank hold CRUS as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,771 shares of Cirrus Logic worth $279K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 869 Cirrus Logic shares in Q3 2023, an estimated $67.9K.
Cirrus Logic made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1511 holding.
JP Morgan Private Wealth Advisors first reported a position in Cirrus Logic in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Cirrus Logic position peaked at $543K in Q1 2023.
342 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.