TWM
CRUS icon

TriaGen Wealth Management’s Cirrus Logic CRUS Stock Holding History

TriaGen Wealth Management’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
-2,663
Closed -$291K – 171
2023
Q1 		$291K Buy
+2,663
New +$259K 0.15% 126

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

TriaGen Wealth Management's CRUS Position: Q2 2023 in Review

TriaGen Wealth Management sold out of Cirrus Logic (CRUS) in Q2 2023, closing a stake of 2,663 shares — an estimated $291K sold.

TriaGen Wealth Management first reported a position in CRUS in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 343 funds tracked by Wall St. Rank hold CRUS as of Q2 2023.

  • TriaGen Wealth Management reported no remaining Cirrus Logic position as of Q2 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,663 Cirrus Logic shares in Q2 2023, an estimated $291K.
  • TriaGen Wealth Management first reported a position in Cirrus Logic in Q1 2023 and held it in 1 quarter.
  • TriaGen Wealth Management's Cirrus Logic position peaked at $291K in Q1 2023.
  • 343 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2023.

Based on TriaGen Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.