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Mark Sheptoff Financial Planning’s Crescent Energy CRGY Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-800
Closed -$10K – 437
2021
Q4 		$10K Buy
+800
New +$11.1K ﹤0.01% 317

Other funds holding CRGY

JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $223M AUM 17.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRGY Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Crescent Energy (CRGY) in Q1 2022, closing a stake of 800 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in CRGY in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 92 funds tracked by Wall St. Rank hold CRGY as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Crescent Energy position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 Crescent Energy shares in Q1 2022, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Crescent Energy in Q4 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Crescent Energy position peaked at $10K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.