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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WPA
WIT Partners Advisory Singapore $342M AUM 8.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return