MWM
CRUS icon

MorganRosel Wealth Management’s Cirrus Logic CRUS Stock Holding History

MorganRosel Wealth Management’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
2020
Q3 		– Sell
-7,931
Closed -$490K – 75
2020
Q2 		$490K Buy
7,931
+219
+3% +$15K 0.45% 49
2020
Q1 		$506K Buy
+7,712
New +$570K 0.58% 38

Other funds holding CRUS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MorganRosel Wealth Management's CRUS Position: Q3 2020 in Review

MorganRosel Wealth Management sold out of Cirrus Logic (CRUS) in Q3 2020, closing a stake of 7,931 shares — an estimated $490K sold.

MorganRosel Wealth Management first reported a position in CRUS in Q1 2020 and held it in 2 quarters. The position peaked at $506K in Q1 2020. 287 funds tracked by Wall St. Rank hold CRUS as of Q3 2020.

  • MorganRosel Wealth Management reported no remaining Cirrus Logic position as of Q3 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,931 Cirrus Logic shares in Q3 2020, an estimated $490K.
  • MorganRosel Wealth Management first reported a position in Cirrus Logic in Q1 2020 and held it in 2 quarters.
  • MorganRosel Wealth Management's Cirrus Logic position peaked at $506K in Q1 2020.
  • 287 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2020.

Based on MorganRosel Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.