LTI
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Laffer Tengler Investments’s Cross Timbers Royalty Trust CRT Stock Holding History

Laffer Tengler Investments’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
2023
Q2 		– Sell
-2,521
Closed -$47.1K – 389
2023
Q1 		$47.1K Buy
+2,521
New +$56K 0.01% 321

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
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laffer Tengler Investments's CRT Position: Q2 2023 in Review

Laffer Tengler Investments sold out of Cross Timbers Royalty Trust (CRT) in Q2 2023, closing a stake of 2,521 shares — an estimated $47.1K sold.

Laffer Tengler Investments first reported a position in CRT in Q1 2023 and held it in 1 quarter. The position peaked at $47.1K in Q1 2023. 25 funds tracked by Wall St. Rank hold CRT as of Q2 2023.

  • Laffer Tengler Investments reported no remaining Cross Timbers Royalty Trust position as of Q2 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,521 Cross Timbers Royalty Trust shares in Q2 2023, an estimated $47.1K.
  • Laffer Tengler Investments first reported a position in Cross Timbers Royalty Trust in Q1 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's Cross Timbers Royalty Trust position peaked at $47.1K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2023.

Based on Laffer Tengler Investments's 13F filing for Q2 2023, filed 14 Aug 2023.