KCM
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KRS Capital Management’s Cross Timbers Royalty Trust CRT Stock Holding History

KRS Capital Management’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23
Closed – – 177
2021
Q4 		$0 Buy
+23
New +$296 ﹤0.01% 391

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KRS Capital Management's CRT Position: Q1 2022 in Review

KRS Capital Management sold out of Cross Timbers Royalty Trust (CRT) in Q1 2022, closing a stake of 23 shares.

KRS Capital Management first reported a position in CRT in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 19 funds tracked by Wall St. Rank hold CRT as of Q1 2022.

  • KRS Capital Management reported no remaining Cross Timbers Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • KRS Capital Management sold 23 Cross Timbers Royalty Trust shares in Q1 2022.
  • KRS Capital Management first reported a position in Cross Timbers Royalty Trust in Q4 2021 and held it in 1 quarter.
  • KRS Capital Management's Cross Timbers Royalty Trust position peaked at $0 in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2022.

Based on KRS Capital Management's 13F filing for Q1 2022, filed 27 Apr 2022.