CA
SRL icon

Crewe Advisors’s Scully Royalty SRL Stock Holding History

Crewe Advisors’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$19 – 1030
2024
Q1 		$19 Hold
3
– – ﹤0.01% 925
2023
Q4 		$19 Hold
3
– – ﹤0.01% 411
2023
Q3 		$17 Hold
3
– – ﹤0.01% 580
2023
Q2 		$22 Hold
3
– – ﹤0.01% 868
2023
Q1 		$21 Hold
3
– – ﹤0.01% 811
2022
Q4 		$23 Hold
3
– – ﹤0.01% 1017
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1276
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1155
2022
Q1 		$0 Buy
+3
New +$27 ﹤0.01% 498

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Crewe Advisors's SRL Position: Q2 2024 in Review

Crewe Advisors sold out of Scully Royalty (SRL) in Q2 2024, closing a stake of 3 shares — an estimated $19 sold.

Crewe Advisors first reported a position in SRL in Q1 2022 and held it in 9 quarters. The position peaked at $23 in Q4 2022. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2024.

  • Crewe Advisors reported no remaining Scully Royalty position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 3 Scully Royalty shares in Q2 2024, an estimated $19.
  • Crewe Advisors first reported a position in Scully Royalty in Q1 2022 and held it in 9 quarters.
  • Crewe Advisors's Scully Royalty position peaked at $23 in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.