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Burt Wealth Advisors’s Crown Holdings CCK Stock Holding History

Burt Wealth Advisors’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-93
Closed -$7K – 390
2020
Q3 		$7K Hold
93
– – ﹤0.01% 297
2020
Q2 		$6K Hold
93
– – ﹤0.01% 288
2020
Q1 		$5K Buy
+93
New +$6.47K ﹤0.01% 309

Other funds holding CCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Burt Wealth Advisors's CCK Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Crown Holdings (CCK) in Q4 2020, closing a stake of 93 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in CCK in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q3 2020. 485 funds tracked by Wall St. Rank hold CCK as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Crown Holdings position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 93 Crown Holdings shares in Q4 2020, an estimated $7K.
  • Burt Wealth Advisors first reported a position in Crown Holdings in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Crown Holdings position peaked at $7K in Q3 2020.
  • 485 funds tracked by Wall St. Rank held Crown Holdings as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.