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Marshall Financial Group (Maryland)’s Cirrus Logic CRUS Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-6,641
Closed -$491K – 179
2023
Q3 		$491K Buy
6,641
+393
+6% +$30.7K 0.18% 127
2023
Q2 		$506K Buy
6,248
+434
+7% +$35.9K 0.17% 128
2023
Q1 		$636K Buy
+5,814
New +$566K 0.23% 118

Other funds holding CRUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CRUS Position: Q4 2023 in Review

Marshall Financial Group (Maryland) sold out of Cirrus Logic (CRUS) in Q4 2023, closing a stake of 6,641 shares — an estimated $491K sold.

Marshall Financial Group (Maryland) first reported a position in CRUS in Q1 2023 and held it in 3 quarters. The position peaked at $636K in Q1 2023. 367 funds tracked by Wall St. Rank hold CRUS as of Q4 2023.

  • Marshall Financial Group (Maryland) reported no remaining Cirrus Logic position as of Q4 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,641 Cirrus Logic shares in Q4 2023, an estimated $491K.
  • Marshall Financial Group (Maryland) first reported a position in Cirrus Logic in Q1 2023 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Cirrus Logic position peaked at $636K in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2023, filed 10 Jan 2024.