TCI Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

TCI 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 Q2	–	Sell	-156	Closed	-$17.1K	–	663
2023 Q1	$17.1K	Buy	156 +34	+28%	+$3.31K	﹤0.01%	795
2022 Q4	$9.09K	Sell	122 -158	-56%	-$11.4K	﹤0.01%	1137
2022 Q3	$19K	Buy	280 +105	+60%	+$8.25K	﹤0.01%	669
2022 Q2	$13K	Sell	175 -112	-39%	-$8.68K	﹤0.01%	843
2022 Q1	$25K	Buy	287 +111	+63%	+$9.53K	﹤0.01%	598
2021 Q4	$16K	Buy	176 +3	+2%	+$249	﹤0.01%	813
2021 Q3	$14K	Sell	173 -34	-16%	-$2.83K	﹤0.01%	859
2021 Q2	$18K	Buy	207 +93	+82%	+$7.46K	﹤0.01%	645
2021 Q1	$10K	Hold	114	–	–	﹤0.01%	845
2020 Q4	$9K	Hold	114	–	–	﹤0.01%	670
2020 Q3	$8K	Hold	114	–	–	﹤0.01%	625
2020 Q2	$7K	Hold	114	–	–	﹤0.01%	646
2020 Q1	$7K	Sell	114 -10	-8%	-$739	﹤0.01%	633
2019 Q4	$10K	Sell	124 -10	-7%	-$677	﹤0.01%	700
2019 Q3	$7K	Hold	134	–	–	﹤0.01%	715
2019 Q2	$6K	Hold	134	–	–	﹤0.01%	721
2019 Q1	$6K	Hold	134	–	–	﹤0.01%	730
2018 Q4	$4K	Buy	134 +8	+6%	+$297	﹤0.01%	809
2018 Q3	$5K	Buy	126 +4	+3%	+$166	﹤0.01%	781
2018 Q2	$5K	Buy	122 +3	+3%	+$115	﹤0.01%	765
2018 Q1	$5K	Buy	119 +10	+9%	+$464	﹤0.01%	726
2017 Q4	$6K	Hold	109	–	–	﹤0.01%	729
2017 Q3	$6K	Hold	109	–	–	﹤0.01%	690
2017 Q2	$7K	Hold	109	–	–	﹤0.01%	660
2017 Q1	$7K	Hold	109	–	–	﹤0.01%	644
2016 Q4	$6K	Hold	109	–	–	﹤0.01%	725
2016 Q3	$6K	Hold	109	–	–	﹤0.01%	676
2016 Q2	$4K	Hold	109	–	–	﹤0.01%	758
2016 Q1	$4K	Buy	+109	New	+$3.53K	﹤0.01%	760

Other funds holding CRUS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Cirrus Logic (CRUS) in Q2 2023, closing a stake of 156 shares — an estimated $17.1K sold.

TCI Wealth Advisors first reported a position in CRUS in Q1 2016 and held it in 29 quarters. The position peaked at $25K in Q1 2022. 342 funds tracked by Wall St. Rank hold CRUS as of Q2 2023.

TCI Wealth Advisors reported no remaining Cirrus Logic position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 156 Cirrus Logic shares in Q2 2023, an estimated $17.1K.
TCI Wealth Advisors first reported a position in Cirrus Logic in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Cirrus Logic position peaked at $25K in Q1 2022.
342 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2023.

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