Sutton Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

Sutton 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
2023 Q1	–	Sell	-9	Closed	-$670	–	986
2022 Q4	$670	Hold	9	–	–	﹤0.01%	1431
2022 Q3	$619	Buy	+9	New	+$707	﹤0.01%	1426
2022 Q2	–	Sell	-12	Closed	-$1.02K	–	1655
2022 Q1	$1.02K	Buy	12 +5	+71%	+$429	﹤0.01%	1339
2021 Q4	$644	Buy	+7	New	+$582	﹤0.01%	1446
2017 Q3	–	Sell	-312	Closed	-$19.6K	–	1087
2017 Q2	$19.6K	Sell	312 -18	-5%	-$1.17K	0.02%	536
2017 Q1	$20K	Hold	330	–	–	0.02%	518
2016 Q4	$18.7K	Sell	330 -564	-63%	-$31.2K	0.02%	520
2016 Q3	$47.5K	Hold	894	–	–	0.04%	264
2016 Q2	$34.7K	Hold	894	–	–	0.03%	304
2016 Q1	$32.6K	Buy	+894	New	+$29K	0.03%	319

Other funds holding CRUS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return