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WealthPLAN Partners’s Crocs CROX Stock Holding History

WealthPLAN Partners’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
2024
Q1 		– Sell
-6,512
Closed -$608K – 315
2023
Q4 		$608K Hold
6,512
– – 0.06% 198
2023
Q3 		$575K Hold
6,512
– – 0.07% 183
2023
Q2 		$732K Buy
+6,512
New +$776K 0.1% 156
2016
Q3 		– Sell
-4,000
Closed -$22.6K – 973
2016
Q2 		$22.6K Buy
+4,000
New +$38.8K ﹤0.01% 1343

Other funds holding CROX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPA
WIT Partners Advisory Singapore $213M AUM 9.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WealthPLAN Partners's CROX Position: Q1 2024 in Review

WealthPLAN Partners sold out of Crocs (CROX) in Q1 2024, closing a stake of 6,512 shares — an estimated $608K sold.

WealthPLAN Partners first reported a position in CROX in Q2 2016 and held it in 4 quarters. The position peaked at $732K in Q2 2023. 523 funds tracked by Wall St. Rank hold CROX as of Q1 2024.

  • WealthPLAN Partners reported no remaining Crocs position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 6,512 Crocs shares in Q1 2024, an estimated $608K.
  • WealthPLAN Partners first reported a position in Crocs in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Crocs position peaked at $732K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held Crocs as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.