Crewe Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Crewe Advisors’s Portfolio NXRT Stock Details NXRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-250	Closed	-$10.9K	–	974
2023 Q1	$10.9K	Hold	250	–	–	﹤0.01%	534
2022 Q4	$10.9K	Hold	250	–	–	﹤0.01%	534
2022 Q3	$12K	Hold	250	–	–	﹤0.01%	614
2022 Q2	$16K	Buy	+250	New	+$19K	﹤0.01%	482

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's NXRT Position: Q2 2023 in Review

Crewe Advisors sold out of NexPoint Residential Trust (NXRT) in Q2 2023, closing a stake of 250 shares — an estimated $10.9K sold.

Crewe Advisors first reported a position in NXRT in Q2 2022 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 186 funds tracked by Wall St. Rank hold NXRT as of Q2 2023.

Crewe Advisors reported no remaining NexPoint Residential Trust position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 250 NexPoint Residential Trust shares in Q2 2023, an estimated $10.9K.
Crewe Advisors first reported a position in NexPoint Residential Trust in Q2 2022 and held it in 4 quarters.
Crewe Advisors's NexPoint Residential Trust position peaked at $16K in Q2 2022.
186 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.