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Householder Group Estate & Retirement Specialist’s California Resources CRC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-100
Closed -$5.6K – 1169
2023
Q3 		$5.6K Buy
+100
New +$5.33K ﹤0.01% 915
2023
Q1 		$4K Buy
+100
New +$4.14K ﹤0.01% 987

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CRC Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of California Resources (CRC) in Q4 2023, closing a stake of 100 shares — an estimated $5.6K sold.

Householder Group Estate & Retirement Specialist first reported a position in CRC in Q1 2023 and held it in 2 quarters. The position peaked at $5.6K in Q3 2023. 259 funds tracked by Wall St. Rank hold CRC as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining California Resources position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 100 California Resources shares in Q4 2023, an estimated $5.6K.
  • Householder Group Estate & Retirement Specialist first reported a position in California Resources in Q1 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's California Resources position peaked at $5.6K in Q3 2023.
  • 259 funds tracked by Wall St. Rank held California Resources as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.