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Financial Management Professionals’s Crescent Energy CRGY Stock Holding History

Financial Management Professionals’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
2024
Q3 		– Sell
-2,538
Closed -$30K – 948
2024
Q2 		$30K Buy
+2,538
New +$29.9K ﹤0.01% 329

Other funds holding CRGY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Management Professionals's CRGY Position: Q3 2024 in Review

Financial Management Professionals sold out of Crescent Energy (CRGY) in Q3 2024, closing a stake of 2,538 shares — an estimated $30K sold.

Financial Management Professionals first reported a position in CRGY in Q2 2024 and held it in 1 quarter. The position peaked at $30K in Q2 2024. 234 funds tracked by Wall St. Rank hold CRGY as of Q3 2024.

  • Financial Management Professionals reported no remaining Crescent Energy position as of Q3 2024 after selling out during the quarter.
  • Financial Management Professionals sold 2,538 Crescent Energy shares in Q3 2024, an estimated $30K.
  • Financial Management Professionals first reported a position in Crescent Energy in Q2 2024 and held it in 1 quarter.
  • Financial Management Professionals's Crescent Energy position peaked at $30K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.