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Florida Financial Advisors’s California Resources CRC Stock Holding History

Florida Financial Advisors’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
Q3 		– Sell
-4,216
Closed -$224K – 173
2024
Q2 		$224K Sell
4,216
-1,289
-23% -$65.8K 0.13% 126
2024
Q1 		$303K Buy
5,505
+823
+18% +$43K 0.22% 82
2023
Q4 		$256K Buy
+4,682
New +$246K 0.24% 90

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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

Florida Financial Advisors's CRC Position: Q3 2024 in Review

Florida Financial Advisors sold out of California Resources (CRC) in Q3 2024, closing a stake of 4,216 shares — an estimated $224K sold.

Florida Financial Advisors first reported a position in CRC in Q4 2023 and held it in 3 quarters. The position peaked at $303K in Q1 2024. 252 funds tracked by Wall St. Rank hold CRC as of Q3 2024.

  • Florida Financial Advisors reported no remaining California Resources position as of Q3 2024 after selling out during the quarter.
  • Florida Financial Advisors sold 4,216 California Resources shares in Q3 2024, an estimated $224K.
  • Florida Financial Advisors first reported a position in California Resources in Q4 2023 and held it in 3 quarters.
  • Florida Financial Advisors's California Resources position peaked at $303K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held California Resources as of Q3 2024.

Based on Florida Financial Advisors's 13F filing for Q3 2024, filed 10 Jan 2025.