GRP
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Global Retirement Partners’s Cross Timbers Royalty Trust CRT Stock Holding History

Global Retirement Partners’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$13 – 3565
2024
Q1 		$13 Hold
1
– – ﹤0.01% 3367
2023
Q4 		$17 Hold
1
– – ﹤0.01% 3333
2023
Q3 		$18 Hold
1
– – ﹤0.01% 3225
2023
Q2 		$22 Hold
1
– – ﹤0.01% 3174
2023
Q1 		$20 Sell
1
-44
-98% -$977 ﹤0.01% 3167
2022
Q4 		$1.15K Hold
45
– – ﹤0.01% 2553
2022
Q3 		$1K Buy
+45
New +$854 ﹤0.01% 2414

Other funds holding CRT

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's CRT Position: Q2 2024 in Review

Global Retirement Partners sold out of Cross Timbers Royalty Trust (CRT) in Q2 2024, closing a stake of 1 share — an estimated $13 sold.

Global Retirement Partners first reported a position in CRT in Q3 2022 and held it in 7 quarters. The position peaked at $1.15K in Q4 2022. 21 funds tracked by Wall St. Rank hold CRT as of Q2 2024.

  • Global Retirement Partners reported no remaining Cross Timbers Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1 Cross Timbers Royalty Trust share in Q2 2024, an estimated $13.
  • Global Retirement Partners first reported a position in Cross Timbers Royalty Trust in Q3 2022 and held it in 7 quarters.
  • Global Retirement Partners's Cross Timbers Royalty Trust position peaked at $1.15K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.