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Optimum Investment Advisors’s Cirrus Logic CRUS Stock Holding History

Optimum Investment 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
Q2 		– Sell
-100
Closed -$10.9K – 723
2023
Q1 		$10.9K Buy
+100
New +$9.73K 0.01% 558

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Optimum Investment Advisors's CRUS Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Cirrus Logic (CRUS) in Q2 2023, closing a stake of 100 shares — an estimated $10.9K sold.

Optimum Investment Advisors first reported a position in CRUS in Q1 2023 and held it in 1 quarter. The position peaked at $10.9K in Q1 2023. 342 funds tracked by Wall St. Rank hold CRUS as of Q2 2023.

  • Optimum Investment Advisors reported no remaining Cirrus Logic position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Cirrus Logic shares in Q2 2023, an estimated $10.9K.
  • Optimum Investment Advisors first reported a position in Cirrus Logic in Q1 2023 and held it in 1 quarter.
  • Optimum Investment Advisors's Cirrus Logic position peaked at $10.9K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.