BPA
CRC

Beacon Pointe Advisors’s California Resources Corporation CRC Stock Holding History

Beacon Pointe Advisors’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
2020
Q1 		– Sell
-29,850
Closed -$270K – 324
2019
Q4 		$270K Buy
+29,850
New +$242K 0.08% 178
2019
Q3 		– Sell
-29,850
Closed -$587K – 210
2019
Q2 		$587K Hold
29,850
– – 0.21% 110
2019
Q1 		$767K Hold
29,850
– – 0.29% 84
2018
Q4 		$509K Buy
+29,850
New +$850K 0.31% 90

Other funds holding CRC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beacon Pointe Advisors's CRC Position: Q1 2020 in Review

Beacon Pointe Advisors sold out of California Resources Corporation (CRC) in Q1 2020, closing a stake of 29,850 shares — an estimated $270K sold.

Beacon Pointe Advisors first reported a position in CRC in Q4 2018 and held it in 4 quarters. The position peaked at $767K in Q1 2019. 190 funds tracked by Wall St. Rank hold CRC as of Q1 2020.

  • Beacon Pointe Advisors reported no remaining California Resources Corporation position as of Q1 2020 after selling out during the quarter.
  • Beacon Pointe Advisors sold 29,850 California Resources Corporation shares in Q1 2020, an estimated $270K.
  • Beacon Pointe Advisors first reported a position in California Resources Corporation in Q4 2018 and held it in 4 quarters.
  • Beacon Pointe Advisors's California Resources Corporation position peaked at $767K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held California Resources Corporation as of Q1 2020.

Based on Beacon Pointe Advisors's 13F filing for Q1 2020, filed 15 May 2020.