SFS
CRUS icon

Sowell Financial Services’s Cirrus Logic CRUS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-100
Closed -$8K – 978
2021
Q1 		$8K Hold
100
– – ﹤0.01% 2397
2020
Q4 		$8K Hold
100
– – ﹤0.01% 2101
2020
Q3 		$7K Buy
+100
New +$6.26K ﹤0.01% 1898

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Sowell Financial Services's CRUS Position: Q2 2021 in Review

Sowell Financial Services sold out of Cirrus Logic (CRUS) in Q2 2021, closing a stake of 100 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in CRUS in Q3 2020 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 310 funds tracked by Wall St. Rank hold CRUS as of Q2 2021.

  • Sowell Financial Services reported no remaining Cirrus Logic position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 100 Cirrus Logic shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Cirrus Logic in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Cirrus Logic position peaked at $8K in Q1 2021.
  • 310 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.