Symphony Financial’s Crocs CROX Stock Holding History

Symphony Financial’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
2023 Q2	–	Sell	-6,354	Closed	-$795K	–	195
2023 Q1	$795K	Buy	6,354 +2,500	+65%	+$302K	0.21%	97
2022 Q4	$418K	Sell	3,854 -4,450	-54%	-$394K	0.11%	151
2022 Q3	$595K	Buy	+8,304	New	+$577K	0.19%	113

Other funds holding CROX

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BPIH

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Financial's CROX Position: Q2 2023 in Review

Symphony Financial sold out of Crocs (CROX) in Q2 2023, closing a stake of 6,354 shares — an estimated $795K sold.

Symphony Financial first reported a position in CROX in Q3 2022 and held it in 3 quarters. The position peaked at $795K in Q1 2023. 478 funds tracked by Wall St. Rank hold CROX as of Q2 2023.

Symphony Financial reported no remaining Crocs position as of Q2 2023 after selling out during the quarter.
Symphony Financial sold 6,354 Crocs shares in Q2 2023, an estimated $795K.
Symphony Financial first reported a position in Crocs in Q3 2022 and held it in 3 quarters.
Symphony Financial's Crocs position peaked at $795K in Q1 2023.
478 funds tracked by Wall St. Rank held Crocs as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.