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Cherry Tree Wealth Management’s Crown Holdings CCK Stock Holding History

Cherry Tree Wealth Management’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
2023
Q3 		– Sell
-2
Closed -$174 – 591
2023
Q2 		$174 Buy
+2
New +$165 ﹤0.01% 595

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N
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IC
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Cherry Tree Wealth Management's CCK Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Crown Holdings (CCK) in Q3 2023, closing a stake of 2 shares — an estimated $174 sold.

Cherry Tree Wealth Management first reported a position in CCK in Q2 2023 and held it in 1 quarter. The position peaked at $174 in Q2 2023. 480 funds tracked by Wall St. Rank hold CCK as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Crown Holdings position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 Crown Holdings shares in Q3 2023, an estimated $174.
  • Cherry Tree Wealth Management first reported a position in Crown Holdings in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Crown Holdings position peaked at $174 in Q2 2023.
  • 480 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.