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Accel Wealth Management’s California Resources CRC Stock Holding History

Accel Wealth Management’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-225
Closed -$9K – 1068
2022
Q3 		$9K Hold
225
– – ﹤0.01% 752
2022
Q2 		$9K Buy
+225
New +$9.65K 0.01% 717

Other funds holding CRC

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
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Accel Wealth Management's CRC Position: Q4 2022 in Review

Accel Wealth Management sold out of California Resources (CRC) in Q4 2022, closing a stake of 225 shares — an estimated $9K sold.

Accel Wealth Management first reported a position in CRC in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 206 funds tracked by Wall St. Rank hold CRC as of Q4 2022.

  • Accel Wealth Management reported no remaining California Resources position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 225 California Resources shares in Q4 2022, an estimated $9K.
  • Accel Wealth Management first reported a position in California Resources in Q2 2022 and held it in 2 quarters.
  • Accel Wealth Management's California Resources position peaked at $9K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held California Resources as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.