Steward Partners Investment Advisory’s CIRCOR International, Inc CIR Stock Holding History

Steward Partners Investment Advisory’s Portfolio CIR Stock Details CIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,250	Closed	-$38.9K	–	3406
2023 Q1	$38.9K	Buy	+1,250	New	+$34.2K	﹤0.01%	1966
2020 Q2	–	Sell	-680	Closed	-$7K	–	2781
2020 Q1	$7K	Hold	680	–	–	﹤0.01%	2001
2019 Q4	$31K	Hold	680	–	–	﹤0.01%	1611
2019 Q3	$25K	Hold	680	–	–	﹤0.01%	1654
2019 Q2	$31K	Buy	+680	New	+$26.3K	﹤0.01%	1543
2018 Q4	–	Sell	-680	Closed	-$32K	–	2310
2018 Q3	$32K	Hold	680	–	–	﹤0.01%	1368
2018 Q2	$25K	Hold	680	–	–	﹤0.01%	1381
2018 Q1	$29K	Hold	680	–	–	﹤0.01%	1208
2017 Q4	$33K	Buy	+680	New	+$33.2K	﹤0.01%	968

Other funds holding CIR

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's CIR Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of CIRCOR International, Inc (CIR) in Q2 2023, closing a stake of 1,250 shares — an estimated $38.9K sold.

Steward Partners Investment Advisory first reported a position in CIR in Q4 2017 and held it in 9 quarters. The position peaked at $38.9K in Q1 2023. 182 funds tracked by Wall St. Rank hold CIR as of Q2 2023.

Steward Partners Investment Advisory reported no remaining CIRCOR International, Inc position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,250 CIRCOR International, Inc shares in Q2 2023, an estimated $38.9K.
Steward Partners Investment Advisory first reported a position in CIRCOR International, Inc in Q4 2017 and held it in 9 quarters.
Steward Partners Investment Advisory's CIRCOR International, Inc position peaked at $38.9K in Q1 2023.
182 funds tracked by Wall St. Rank held CIRCOR International, Inc as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.