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LGT Financial Advisors’s California Resources CRC Stock Holding History

LGT Financial Advisors’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
2024
Q4 		– Sell
-57
Closed -$2.99K – 729
2024
Q3 		$2.99K Hold
57
– – 0.01% 625
2024
Q2 		$3.03K Hold
57
– – 0.01% 676
2024
Q1 		$3.14K Hold
57
– – ﹤0.01% 689
2023
Q4 		$3.12K Hold
57
– – ﹤0.01% 718
2023
Q3 		$3.19K Buy
+57
New +$3.04K ﹤0.01% 712

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LGT Financial Advisors's CRC Position: Q4 2024 in Review

LGT Financial Advisors sold out of California Resources (CRC) in Q4 2024, closing a stake of 57 shares — an estimated $2.99K sold.

LGT Financial Advisors first reported a position in CRC in Q3 2023 and held it in 5 quarters. The position peaked at $3.19K in Q3 2023. 278 funds tracked by Wall St. Rank hold CRC as of Q4 2024.

  • LGT Financial Advisors reported no remaining California Resources position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 57 California Resources shares in Q4 2024, an estimated $2.99K.
  • LGT Financial Advisors first reported a position in California Resources in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's California Resources position peaked at $3.19K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held California Resources as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.