HGWM
CRC

Harvest Group Wealth Management’s California Resources Corporation CRC Stock Holding History

Harvest Group Wealth Management’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
2020
Q3 		– Sell
-23
Closed – – 899
2020
Q2 		$0 Hold
23
– – ﹤0.01% 957
2020
Q1 		$0 Hold
23
– – ﹤0.01% 1176
2019
Q4 		$0 Hold
23
– – ﹤0.01% 1113
2019
Q3 		$0 Hold
23
– – ﹤0.01% 1183
2019
Q2 		$0 Hold
23
– – ﹤0.01% 1063
2019
Q1 		$1K Buy
+23
New +$498 ﹤0.01% 912

Other funds holding CRC

CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Harvest Group Wealth Management's CRC Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of California Resources Corporation (CRC) in Q3 2020, closing a stake of 23 shares.

Harvest Group Wealth Management first reported a position in CRC in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 35 funds tracked by Wall St. Rank hold CRC as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining California Resources Corporation position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 23 California Resources Corporation shares in Q3 2020.
  • Harvest Group Wealth Management first reported a position in California Resources Corporation in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's California Resources Corporation position peaked at $1K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held California Resources Corporation as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.