Next Financial Group’s Cirrus Logic CRUS Stock Holding History

Next Financial Group’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
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	2457
2021 Q3	$3K	Sell	42 -161	-79%	-$13.4K	﹤0.01%	2366
2021 Q2	$17K	Buy	203 +161	+383%	+$12.9K	﹤0.01%	1802
2021 Q1	$4K	Buy	+42	New	+$3.64K	﹤0.01%	2148
2020 Q4	–	Sell	-42	Closed	-$3K	–	2353
2020 Q3	$3K	Buy	+42	New	+$2.63K	﹤0.01%	1954
2020 Q2	–	Sell	-341	Closed	-$22K	–	854
2020 Q1	$22K	Sell	341 -397	-54%	-$29.3K	﹤0.01%	1234
2019 Q4	$61K	Buy	738 +327	+80%	+$22.2K	0.01%	1109
2019 Q3	$22K	Buy	+411	New	+$21K	﹤0.01%	1394
2017 Q4	–	Sell	-500	Closed	-$27K	–	477
2017 Q3	$27K	Buy	500 +400	+400%	+$23.4K	0.01%	880
2017 Q2	$6K	Buy	+100	New	+$6.47K	﹤0.01%	1484

Other funds holding CRUS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Next Financial Group's CRUS Position: Q4 2021 in Review

Next Financial Group held its Cirrus Logic (CRUS) position steady in Q4 2021 at 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Next Financial Group first reported a position in CRUS in Q2 2017 and has held it in 10 quarters since. The position peaked at $61K in Q4 2019. 320 funds tracked by Wall St. Rank hold CRUS as of Q4 2021.

Next Financial Group held 42 shares of Cirrus Logic worth $4K as of Q4 2021.
Next Financial Group left its Cirrus Logic share count unchanged in Q4 2021.
Cirrus Logic made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2457 holding.
Next Financial Group first reported a position in Cirrus Logic in Q2 2017 and has held it in 10 quarters since.
Next Financial Group's Cirrus Logic position peaked at $61K in Q4 2019.
320 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.