WealthPLAN Partners’s Cirrus Logic CRUS Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-31	Closed	-$2.51K	–	470
2023 Q2	$2.51K	Buy	+31	New	+$2.56K	﹤0.01%	1043

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

WealthPLAN Partners's CRUS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cirrus Logic (CRUS) in Q3 2023, closing a stake of 31 shares — an estimated $2.51K sold.

WealthPLAN Partners first reported a position in CRUS in Q2 2023 and held it in 1 quarter. The position peaked at $2.51K in Q2 2023. 342 funds tracked by Wall St. Rank hold CRUS as of Q3 2023.

WealthPLAN Partners reported no remaining Cirrus Logic position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 31 Cirrus Logic shares in Q3 2023, an estimated $2.51K.
WealthPLAN Partners first reported a position in Cirrus Logic in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Cirrus Logic position peaked at $2.51K in Q2 2023.
342 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.