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Valeo Financial Advisors’s Cirrus Logic CRUS Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-700
Closed -$58K – 1806
2019
Q4 		$58K Buy
+700
New +$47.4K 0.01% 593
2018
Q4 		– Sell
-21
Closed -$1K – 1528
2018
Q3 		$1K Hold
21
– – ﹤0.01% 1597
2018
Q2 		$1K Buy
+21
New +$803 ﹤0.01% 1440

Other funds holding CRUS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Valeo Financial Advisors's CRUS Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Cirrus Logic (CRUS) in Q1 2020, closing a stake of 700 shares — an estimated $58K sold.

Valeo Financial Advisors first reported a position in CRUS in Q2 2018 and held it in 3 quarters. The position peaked at $58K in Q4 2019. 297 funds tracked by Wall St. Rank hold CRUS as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Cirrus Logic position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 700 Cirrus Logic shares in Q1 2020, an estimated $58K.
  • Valeo Financial Advisors first reported a position in Cirrus Logic in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Cirrus Logic position peaked at $58K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.