Avior Wealth Management’s California Resources CRC Stock Holding History

Avior 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
2025 Q1	–	Sell	-23	Closed	-$1.23K	–	1075
2024 Q4	$1.23K	Hold	23	–	–	﹤0.01%	2181
2024 Q3	$1.23K	Hold	23	–	–	﹤0.01%	2051
2024 Q2	$1.24K	Sell	23 -14	-38%	-$714	﹤0.01%	2007
2024 Q1	$2.05K	Buy	37 +14	+61%	+$731	﹤0.01%	2268
2023 Q4	$1.26K	Buy	23 +1	+5%	+$53	﹤0.01%	1353
2023 Q3	$1.28K	Hold	22	–	–	﹤0.01%	1424
2023 Q2	$1.03K	Hold	22	–	–	﹤0.01%	1413
2023 Q1	$872	Hold	22	–	–	﹤0.01%	1471
2022 Q4	$978	Hold	22	–	–	﹤0.01%	1125
2022 Q3	$0	Hold	22	–	–	﹤0.01%	1167
2022 Q2	$0	Hold	22	–	–	﹤0.01%	1085
2022 Q1	$0	Hold	22	–	–	﹤0.01%	1117
2021 Q4	$0	Hold	22	–	–	﹤0.01%	1109
2021 Q3	$0	Hold	22	–	–	﹤0.01%	1072
2021 Q2	$0	Hold	22	–	–	﹤0.01%	1047
2021 Q1	$0	Buy	+22	New	+$546	﹤0.01%	1029

Other funds holding CRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Avior Wealth Management's CRC Position: Q1 2025 in Review

Avior Wealth Management sold out of California Resources (CRC) in Q1 2025, closing a stake of 23 shares — an estimated $1.23K sold.

Avior Wealth Management first reported a position in CRC in Q1 2021 and held it in 16 quarters. The position peaked at $2.05K in Q1 2024. 279 funds tracked by Wall St. Rank hold CRC as of Q1 2025.

Avior Wealth Management reported no remaining California Resources position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 23 California Resources shares in Q1 2025, an estimated $1.23K.
Avior Wealth Management first reported a position in California Resources in Q1 2021 and held it in 16 quarters.
Avior Wealth Management's California Resources position peaked at $2.05K in Q1 2024.
279 funds tracked by Wall St. Rank held California Resources as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.