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TCI Wealth Advisors’s Credo Technology Group CRDO Stock Holding History

TCI Wealth Advisors’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-444
Closed -$4.18K – 654
2023
Q1 		$4.18K Buy
+444
New +$5.61K ﹤0.01% 1649

Other funds holding CRDO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

TCI Wealth Advisors's CRDO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Credo Technology Group (CRDO) in Q2 2023, closing a stake of 444 shares — an estimated $4.18K sold.

TCI Wealth Advisors first reported a position in CRDO in Q1 2023 and held it in 1 quarter. The position peaked at $4.18K in Q1 2023. 137 funds tracked by Wall St. Rank hold CRDO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Credo Technology Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 444 Credo Technology Group shares in Q2 2023, an estimated $4.18K.
  • TCI Wealth Advisors first reported a position in Credo Technology Group in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Credo Technology Group position peaked at $4.18K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.