AWA
CRT

Arkadios Wealth Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Arkadios Wealth Advisors’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$14K – 812
2021
Q3 		$14K Buy
+1,000
New +$12.3K ﹤0.01% 1338

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Arkadios Wealth Advisors's CRT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q4 2021, closing a stake of 1,000 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in CRT in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 18 funds tracked by Wall St. Rank hold CRT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Cross Timbers Royalty Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,000 Cross Timbers Royalty Trust shares in Q4 2021, an estimated $14K.
  • Arkadios Wealth Advisors first reported a position in Cross Timbers Royalty Trust in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Cross Timbers Royalty Trust position peaked at $14K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.