JWS
CRUS icon

Juncture Wealth Strategies’s Cirrus Logic CRUS Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-4,883
Closed -$534K – 116
2023
Q1 		$534K Buy
+4,883
New +$475K 0.26% 73
2019
Q2 		– Sell
-6,992
Closed -$294K – 106
2019
Q1 		$294K Sell
6,992
-2,575
-27% -$99.3K 0.23% 98
2018
Q4 		$317K Sell
9,567
-2,140
-18% -$79.4K 0.21% 88
2018
Q3 		$452K Sell
11,707
-1,828
-14% -$75.9K 0.24% 80
2018
Q2 		$519K Sell
13,535
-1,926
-12% -$73.7K 0.28% 72
2018
Q1 		$628K Sell
15,461
-2,249
-13% -$104K 0.35% 65
2017
Q4 		$918K Sell
17,710
-651
-4% -$35.2K 0.52% 51
2017
Q3 		$979K Sell
18,361
-1,800
-9% -$105K 0.55% 48
2017
Q2 		$1.26M Buy
20,161
+390
+2% +$25.2K 0.73% 36
2017
Q1 		$1.2M Sell
19,771
-926
-4% -$52.7K 0.74% 37
2016
Q4 		$1.17M Sell
20,697
-7,197
-26% -$398K 0.81% 35
2016
Q3 		$1.48M Sell
27,894
-4,720
-14% -$227K 1% 31
2016
Q2 		$1.26M Buy
32,614
+390
+1% +$14K 0.9% 29
2016
Q1 		$1.17M Buy
32,224
+20,829
+183% +$675K 0.87% 26
2015
Q4 		$336K Buy
+11,395
New +$354K 0.25% 71

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Juncture Wealth Strategies's CRUS Position: Q2 2023 in Review

Juncture Wealth Strategies sold out of Cirrus Logic (CRUS) in Q2 2023, closing a stake of 4,883 shares — an estimated $534K sold.

Juncture Wealth Strategies first reported a position in CRUS in Q4 2015 and held it in 15 quarters. The position peaked at $1.48M in Q3 2016. 342 funds tracked by Wall St. Rank hold CRUS as of Q2 2023.

  • Juncture Wealth Strategies reported no remaining Cirrus Logic position as of Q2 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,883 Cirrus Logic shares in Q2 2023, an estimated $534K.
  • Juncture Wealth Strategies first reported a position in Cirrus Logic in Q4 2015 and held it in 15 quarters.
  • Juncture Wealth Strategies's Cirrus Logic position peaked at $1.48M in Q3 2016.
  • 342 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2023.

Based on Juncture Wealth Strategies's 13F filing for Q2 2023, filed 12 Jul 2023.