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Cherry Tree Wealth Management’s California Resources CRC Stock Holding History

Cherry Tree 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
Q2 		– Sell
-18
Closed -$792 – 630
2025
Q1 		$792 Buy
+18
New +$854 ﹤0.01% 701

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State Street
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Dimensional Fund Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherry Tree Wealth Management's CRC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of California Resources (CRC) in Q2 2025, closing a stake of 18 shares — an estimated $792 sold.

Cherry Tree Wealth Management first reported a position in CRC in Q1 2025 and held it in 1 quarter. The position peaked at $792 in Q1 2025. 304 funds tracked by Wall St. Rank hold CRC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining California Resources position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 18 California Resources shares in Q2 2025, an estimated $792.
  • Cherry Tree Wealth Management first reported a position in California Resources in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's California Resources position peaked at $792 in Q1 2025.
  • 304 funds tracked by Wall St. Rank held California Resources as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.