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Future Financial Wealth Management’s Crescent Energy CRGY Stock Holding History

Future Financial Wealth Management’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
2022
Q2 		– Sell
-2,000
Closed -$35K – 192
2022
Q1 		$35K Buy
+2,000
New +$29.6K 0.03% 311

Other funds holding CRGY

JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HT
HighTower Trust Houston, Texas $1.02B AUM 4.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $223M AUM 17.12% 1-Year Est. Return

Future Financial Wealth Management's CRGY Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Crescent Energy (CRGY) in Q2 2022, closing a stake of 2,000 shares — an estimated $35K sold.

Future Financial Wealth Management first reported a position in CRGY in Q1 2022 and held it in 1 quarter. The position peaked at $35K in Q1 2022. 111 funds tracked by Wall St. Rank hold CRGY as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Crescent Energy position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,000 Crescent Energy shares in Q2 2022, an estimated $35K.
  • Future Financial Wealth Management first reported a position in Crescent Energy in Q1 2022 and held it in 1 quarter.
  • Future Financial Wealth Management's Crescent Energy position peaked at $35K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.