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Heritage Oak Wealth Advisors’s Comstock Resources CRK Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CRK Stock Details CRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,164
Closed -$220K – 163
2024
Q2 		$220K Buy
+21,164
New +$222K 0.11% 87

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CCPM
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American Century Companies
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ECA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's CRK Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Comstock Resources (CRK) in Q3 2024, closing a stake of 21,164 shares — an estimated $220K sold.

Heritage Oak Wealth Advisors first reported a position in CRK in Q2 2024 and held it in 1 quarter. The position peaked at $220K in Q2 2024. 242 funds tracked by Wall St. Rank hold CRK as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining Comstock Resources position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 21,164 Comstock Resources shares in Q3 2024, an estimated $220K.
  • Heritage Oak Wealth Advisors first reported a position in Comstock Resources in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Comstock Resources position peaked at $220K in Q2 2024.
  • 242 funds tracked by Wall St. Rank held Comstock Resources as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.