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Optimum Investment Advisors’s Crocs CROX Stock Holding History

Optimum Investment Advisors’s Portfolio CROX Stock Details CROX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$8.82K – 662
2023
Q3 		$8.82K Hold
100
– – ﹤0.01% 556
2023
Q2 		$11.2K Hold
100
– – 0.01% 543
2023
Q1 		$12.6K Sell
100
-20
-17% -$2.42K 0.01% 539
2022
Q4 		$13K Buy
+120
New +$10.6K 0.01% 542
2022
Q2 		– Sell
-300
Closed -$23K – 839
2022
Q1 		$23K Hold
300
– – 0.01% 548
2021
Q4 		$38K Hold
300
– – 0.01% 511
2021
Q3 		$43K Sell
300
-100
-25% -$13.7K 0.02% 477
2021
Q2 		$47K Sell
400
-100
-20% -$9.84K 0.01% 521
2021
Q1 		$40K Sell
500
-250
-33% -$19.1K 0.01% 543
2020
Q4 		$47K Buy
+750
New +$42.8K 0.01% 486

Other funds holding CROX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPA
WIT Partners Advisory Singapore $342M AUM 8.23% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BPIH
Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return

Optimum Investment Advisors's CROX Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Crocs (CROX) in Q4 2023, closing a stake of 100 shares — an estimated $8.82K sold.

Optimum Investment Advisors first reported a position in CROX in Q4 2020 and held it in 10 quarters. The position peaked at $47K in Q2 2021. 466 funds tracked by Wall St. Rank hold CROX as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Crocs position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Crocs shares in Q4 2023, an estimated $8.82K.
  • Optimum Investment Advisors first reported a position in Crocs in Q4 2020 and held it in 10 quarters.
  • Optimum Investment Advisors's Crocs position peaked at $47K in Q2 2021.
  • 466 funds tracked by Wall St. Rank held Crocs as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.