HFP
CRH icon

Holistic Financial Partners’s CRH CRH Stock Holding History

Holistic Financial Partners’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,427
Closed -$234K – 122
2021
Q4 		$234K Sell
4,427
-180
-4% -$8.88K 0.14% 97
2021
Q3 		$215K Sell
4,607
-19
-0.4% -$963 0.13% 99
2021
Q2 		$235K Buy
4,626
+23
+0.5% +$1.15K 0.14% 102
2021
Q1 		$216K Buy
+4,603
New +$207K 0.14% 100
2018
Q2 		– Sell
-1,774
Closed -$60K – 104
2018
Q1 		$60K Buy
1,774
+1,524
+610% +$54.1K 0.05% 170
2017
Q4 		$9K Buy
+250
New +$8.95K 0.01% 335

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return