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Outlook Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

Outlook 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
2024
Q2 		– Sell
-3,069
Closed -$284K – 259
2024
Q1 		$284K Buy
+3,069
New +$265K 0.09% 215

Other funds holding CRUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Outlook Wealth Advisors's CRUS Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Cirrus Logic (CRUS) in Q2 2024, closing a stake of 3,069 shares — an estimated $284K sold.

Outlook Wealth Advisors first reported a position in CRUS in Q1 2024 and held it in 1 quarter. The position peaked at $284K in Q1 2024. 387 funds tracked by Wall St. Rank hold CRUS as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Cirrus Logic position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,069 Cirrus Logic shares in Q2 2024, an estimated $284K.
  • Outlook Wealth Advisors first reported a position in Cirrus Logic in Q1 2024 and held it in 1 quarter.
  • Outlook Wealth Advisors's Cirrus Logic position peaked at $284K in Q1 2024.
  • 387 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.