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Legacy Capital Wealth Partners’s Crescent Energy CRGY Stock Holding History

Legacy Capital Wealth Partners’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-37,000
Closed -$418K – 81
2023
Q1 		$418K Buy
+37,000
New +$429K 0.11% 156

Other funds holding CRGY

JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Legacy Capital Wealth Partners's CRGY Position: Q2 2023 in Review

Legacy Capital Wealth Partners sold out of Crescent Energy (CRGY) in Q2 2023, closing a stake of 37,000 shares — an estimated $418K sold.

Legacy Capital Wealth Partners first reported a position in CRGY in Q1 2023 and held it in 1 quarter. The position peaked at $418K in Q1 2023. 151 funds tracked by Wall St. Rank hold CRGY as of Q2 2023.

  • Legacy Capital Wealth Partners reported no remaining Crescent Energy position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 37,000 Crescent Energy shares in Q2 2023, an estimated $418K.
  • Legacy Capital Wealth Partners first reported a position in Crescent Energy in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Crescent Energy position peaked at $418K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.