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Kingswood Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

Kingswood Wealth Advisors’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,285
Closed -$392K – 683
2024
Q2 		$392K Buy
+12,285
New +$272K 0.04% 447

Other funds holding CRDO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kingswood Wealth Advisors's CRDO Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Credo Technology Group (CRDO) in Q3 2024, closing a stake of 12,285 shares — an estimated $392K sold.

Kingswood Wealth Advisors first reported a position in CRDO in Q2 2024 and held it in 1 quarter. The position peaked at $392K in Q2 2024. 262 funds tracked by Wall St. Rank hold CRDO as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Credo Technology Group position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,285 Credo Technology Group shares in Q3 2024, an estimated $392K.
  • Kingswood Wealth Advisors first reported a position in Credo Technology Group in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Credo Technology Group position peaked at $392K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.