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Coppell Advisory Solutions’s Crescent Energy CRGY Stock Holding History

Coppell Advisory Solutions’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
-9
Closed -$130 – 632
2024
Q4 		$130 Hold
9
– – ﹤0.01% 1877
2024
Q3 		$100 Hold
9
– – ﹤0.01% 1795
2024
Q2 		$107 Buy
+9
New +$106 ﹤0.01% 1705
2023
Q4 		$119 Sell
9
-19
-68% -$224 ﹤0.01% 1633
2023
Q3 		$336 Buy
28
+12
+75% +$147 ﹤0.01% 1064
2023
Q2 		$170 Buy
+16
New +$171 ﹤0.01% 1341
2023
Q1 		– Sell
-28
Closed -$336 – 378
2022
Q4 		$336 Buy
+28
New +$385 ﹤0.01% 1063

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.07B AUM 43.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return