AWM
CRC icon

Activest Wealth Management’s California Resources CRC Stock Holding History

Activest 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
2023
Q1 		– Sell
-11
Closed -$319 – 365
2022
Q4 		$319 Hold
11
– – ﹤0.01% 439
2022
Q3 		$0 Buy
+11
New +$478 ﹤0.01% 472

Other funds holding CRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Activest Wealth Management's CRC Position: Q1 2023 in Review

Activest Wealth Management sold out of California Resources (CRC) in Q1 2023, closing a stake of 11 shares — an estimated $319 sold.

Activest Wealth Management first reported a position in CRC in Q3 2022 and held it in 2 quarters. The position peaked at $319 in Q4 2022. 213 funds tracked by Wall St. Rank hold CRC as of Q1 2023.

  • Activest Wealth Management reported no remaining California Resources position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 11 California Resources shares in Q1 2023, an estimated $319.
  • Activest Wealth Management first reported a position in California Resources in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's California Resources position peaked at $319 in Q4 2022.
  • 213 funds tracked by Wall St. Rank held California Resources as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.