FGAM
CRC icon

Financial Gravity Asset Management’s California Resources CRC Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-2
Closed -$136 – 1643
2024
Q1 		$136 Buy
+2
New +$104 ﹤0.01% 1689
2023
Q4 		– Hold
0
– – – 1410

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Gravity Asset Management's CRC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of California Resources (CRC) in Q2 2024, closing a stake of 2 shares — an estimated $136 sold.

Financial Gravity Asset Management first reported a position in CRC in Q1 2024 and held it in 1 quarter. The position peaked at $136 in Q1 2024. 259 funds tracked by Wall St. Rank hold CRC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining California Resources position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 California Resources shares in Q2 2024, an estimated $136.
  • Financial Gravity Asset Management first reported a position in California Resources in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's California Resources position peaked at $136 in Q1 2024.
  • 259 funds tracked by Wall St. Rank held California Resources as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.