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Exencial Wealth Advisors’s CRH CRH Stock Holding History

Exencial Wealth Advisors’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,409
Closed -$335K – 420
2022
Q4 		$335K Buy
8,409
+1,309
+18% +$49K 0.02% 341
2022
Q3 		$229K Buy
7,100
+382
+6% +$13.9K 0.01% 375
2022
Q2 		$234K Buy
+6,718
New +$261K 0.01% 385

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Exencial Wealth Advisors's CRH Position: Q1 2023 in Review

Exencial Wealth Advisors sold out of CRH (CRH) in Q1 2023, closing a stake of 8,409 shares — an estimated $335K sold.

Exencial Wealth Advisors first reported a position in CRH in Q2 2022 and held it in 3 quarters. The position peaked at $335K in Q4 2022. 258 funds tracked by Wall St. Rank hold CRH as of Q1 2023.

  • Exencial Wealth Advisors reported no remaining CRH position as of Q1 2023 after selling out during the quarter.
  • Exencial Wealth Advisors sold 8,409 CRH shares in Q1 2023, an estimated $335K.
  • Exencial Wealth Advisors first reported a position in CRH in Q2 2022 and held it in 3 quarters.
  • Exencial Wealth Advisors's CRH position peaked at $335K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held CRH as of Q1 2023.

Based on Exencial Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.