TCI Wealth Advisors’s Crocs CROX Stock Holding History

TCI Wealth Advisors’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	-165	Closed	-$20.9K	–	659
2023 Q1	$20.9K	Hold	165	–	–	﹤0.01%	682
2022 Q4	$17.9K	Buy	165 +31	+23%	+$2.74K	﹤0.01%	749
2022 Q3	$9K	Sell	134 -122	-48%	-$8.47K	﹤0.01%	1058
2022 Q2	$12K	Buy	256 +38	+17%	+$2.31K	﹤0.01%	889
2022 Q1	$16K	Sell	218 -135	-38%	-$12.8K	﹤0.01%	795
2021 Q4	$45K	Hold	353	–	–	0.01%	438
2021 Q3	$51K	Buy	353 +59	+20%	+$8.1K	0.01%	411
2021 Q2	$34K	Buy	294 +31	+12%	+$3.05K	0.01%	480
2021 Q1	$21K	Buy	263 +140	+114%	+$10.7K	0.01%	558
2020 Q4	$8K	Hold	123	–	–	﹤0.01%	705
2020 Q3	$5K	Hold	123	–	–	﹤0.01%	756
2020 Q2	$5K	Buy	+123	New	+$3.25K	﹤0.01%	728
2020 Q1	–	Sell	-83	Closed	-$3K	–	1523
2019 Q4	$3K	Hold	83	–	–	﹤0.01%	1002
2019 Q3	$2K	Buy	+83	New	+$2.01K	﹤0.01%	1052
2019 Q1	–	Sell	-99	Closed	-$3K	–	1428
2018 Q4	$3K	Buy	+99	New	+$2.32K	﹤0.01%	883

Other funds holding CROX

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

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

Wellington Management Group

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

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

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