One Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

One Wealth Advisors’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 Q1	–	Sell	-148	Closed	-$11K	–	284
2022 Q4	$11K	Buy	+148	New	+$10.6K	﹤0.01%	621
2019 Q2	–	Sell	-349	Closed	-$15K	–	192
2019 Q1	$15K	Buy	+349	New	+$13.5K	0.01%	287
2018 Q1	–	Sell	-1,399	Closed	-$73K	–	527
2017 Q4	$73K	Buy	+1,399	New	+$75.6K	0.06%	242

Other funds holding CRUS

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

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

One Wealth Advisors's CRUS Position: Q1 2023 in Review

One Wealth Advisors sold out of Cirrus Logic (CRUS) in Q1 2023, closing a stake of 148 shares — an estimated $11K sold.

One Wealth Advisors first reported a position in CRUS in Q4 2017 and held it in 3 quarters. The position peaked at $73K in Q4 2017. 375 funds tracked by Wall St. Rank hold CRUS as of Q1 2023.

One Wealth Advisors reported no remaining Cirrus Logic position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 148 Cirrus Logic shares in Q1 2023, an estimated $11K.
One Wealth Advisors first reported a position in Cirrus Logic in Q4 2017 and held it in 3 quarters.
One Wealth Advisors's Cirrus Logic position peaked at $73K in Q4 2017.
375 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.