GI
CRT

Gradient Investments’s Cross Timbers Royalty Trust CRT Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-2
Closed -$39 – 1849
2023
Q3 		$39 Buy
+2
New +$41 ﹤0.01% 1755

Other funds holding CRT

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BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Gradient Investments's CRT Position: Q4 2023 in Review

Gradient Investments sold out of Cross Timbers Royalty Trust (CRT) in Q4 2023, closing a stake of 2 shares — an estimated $39 sold.

Gradient Investments first reported a position in CRT in Q3 2023 and held it in 1 quarter. The position peaked at $39 in Q3 2023. 27 funds tracked by Wall St. Rank hold CRT as of Q4 2023.

  • Gradient Investments reported no remaining Cross Timbers Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 2 Cross Timbers Royalty Trust shares in Q4 2023, an estimated $39.
  • Gradient Investments first reported a position in Cross Timbers Royalty Trust in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Cross Timbers Royalty Trust position peaked at $39 in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.