Selective Wealth Management’s Crocs CROX Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,300	Closed	-$89K	–	230
2022 Q3	$89K	Sell	1,300 -800	-38%	-$55.5K	0.04%	223
2022 Q2	$102K	Sell	2,100 -228	-10%	-$13.8K	0.04%	215
2022 Q1	$178K	Sell	2,328 -22	-0.9%	-$2.08K	0.06%	147
2021 Q4	$301K	Buy	2,350 +300	+15%	+$46.2K	0.12%	85
2021 Q3	$294K	Hold	2,050	–	–	0.16%	71
2021 Q2	$239K	Buy	+2,050	New	+$202K	0.19%	61

Other funds holding CROX

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

BPIH

Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Selective Wealth Management's CROX Position: Q4 2022 in Review

Selective Wealth Management sold out of Crocs (CROX) in Q4 2022, closing a stake of 1,300 shares — an estimated $89K sold.

Selective Wealth Management first reported a position in CROX in Q2 2021 and held it in 6 quarters. The position peaked at $301K in Q4 2021. 413 funds tracked by Wall St. Rank hold CROX as of Q4 2022.

Selective Wealth Management reported no remaining Crocs position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,300 Crocs shares in Q4 2022, an estimated $89K.
Selective Wealth Management first reported a position in Crocs in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Crocs position peaked at $301K in Q4 2021.
413 funds tracked by Wall St. Rank held Crocs as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.