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Avior Wealth Management’s Crescent Energy CRGY Stock Holding History

Avior Wealth Management’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$44 – 1077
2024
Q4 		$44 Hold
3
– – ﹤0.01% 2431
2024
Q3 		$33 Buy
+3
New +$34 ﹤0.01% 2286
2024
Q2 		– Sell
-8
Closed -$95 – 2586
2024
Q1 		$95 Buy
+8
New +$90 ﹤0.01% 3212

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACG
Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Avior Wealth Management sold out of Crescent Energy (CRGY) in Q1 2025, closing a stake of 3 shares — an estimated $44 sold.

Avior Wealth Management first reported a position in CRGY in Q1 2024 and held it in 3 quarters. The position peaked at $95 in Q1 2024. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

  • Avior Wealth Management reported no remaining Crescent Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3 Crescent Energy shares in Q1 2025, an estimated $44.
  • Avior Wealth Management first reported a position in Crescent Energy in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Crescent Energy position peaked at $95 in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

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