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WR Wealth Planners’s Cirrus Logic CRUS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$498 Hold
5
– – ﹤0.01% 988
2024
Q3 		$621 Buy
+5
New +$662 ﹤0.01% 1012

Other funds holding CRUS

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WR Wealth Planners's CRUS Position: Q4 2024 in Review

WR Wealth Planners held its Cirrus Logic (CRUS) position steady in Q4 2024 at 5 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #988.

WR Wealth Planners first reported a position in CRUS in Q3 2024 and has held it in 2 quarters since. The position peaked at $621 in Q3 2024. 428 funds tracked by Wall St. Rank hold CRUS as of Q4 2024.

  • WR Wealth Planners held 5 shares of Cirrus Logic worth $498 as of Q4 2024.
  • WR Wealth Planners left its Cirrus Logic share count unchanged in Q4 2024.
  • Cirrus Logic made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #988 holding.
  • WR Wealth Planners first reported a position in Cirrus Logic in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Cirrus Logic position peaked at $621 in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.