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	–	101
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holistic Financial Partners's CRH Position: Q1 2022 in Review

Holistic Financial Partners sold out of CRH (CRH) in Q1 2022, closing a stake of 4,427 shares — an estimated $234K sold.

Holistic Financial Partners first reported a position in CRH in Q4 2017 and held it in 6 quarters. The position peaked at $235K in Q2 2021. 218 funds tracked by Wall St. Rank hold CRH as of Q1 2022.

Holistic Financial Partners reported no remaining CRH position as of Q1 2022 after selling out during the quarter.
Holistic Financial Partners sold 4,427 CRH shares in Q1 2022, an estimated $234K.
Holistic Financial Partners first reported a position in CRH in Q4 2017 and held it in 6 quarters.
Holistic Financial Partners's CRH position peaked at $235K in Q2 2021.
218 funds tracked by Wall St. Rank held CRH as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.