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Aspire Private Capital’s Cross Timbers Royalty Trust CRT Stock Holding History

Aspire Private Capital’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
2023
Q4 		– Sell
-6
Closed -$116 – 713
2023
Q3 		$116 Hold
6
– – ﹤0.01% 682
2023
Q2 		$132 Hold
6
– – ﹤0.01% 653
2023
Q1 		$111 Buy
+6
New +$133 ﹤0.01% 641

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Aspire Private Capital's CRT Position: Q4 2023 in Review

Aspire Private Capital sold out of Cross Timbers Royalty Trust (CRT) in Q4 2023, closing a stake of 6 shares — an estimated $116 sold.

Aspire Private Capital first reported a position in CRT in Q1 2023 and held it in 3 quarters. The position peaked at $132 in Q2 2023. 27 funds tracked by Wall St. Rank hold CRT as of Q4 2023.

  • Aspire Private Capital reported no remaining Cross Timbers Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • Aspire Private Capital sold 6 Cross Timbers Royalty Trust shares in Q4 2023, an estimated $116.
  • Aspire Private Capital first reported a position in Cross Timbers Royalty Trust in Q1 2023 and held it in 3 quarters.
  • Aspire Private Capital's Cross Timbers Royalty Trust position peaked at $132 in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.