Olistico Wealth’s Crescent Energy CRGY Stock Holding History

Olistico Wealth’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
2024 Q3	–	Sell	-3	Closed	-$36	–	312
2024 Q2	$36	Buy	+3	New	+$35	﹤0.01%	301

Other funds holding CRGY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Olistico Wealth's CRGY Position: Q3 2024 in Review

Olistico Wealth sold out of Crescent Energy (CRGY) in Q3 2024, closing a stake of 3 shares — an estimated $36 sold.

Olistico Wealth first reported a position in CRGY in Q2 2024 and held it in 1 quarter. The position peaked at $36 in Q2 2024. 234 funds tracked by Wall St. Rank hold CRGY as of Q3 2024.

Olistico Wealth reported no remaining Crescent Energy position as of Q3 2024 after selling out during the quarter.
Olistico Wealth sold 3 Crescent Energy shares in Q3 2024, an estimated $36.
Olistico Wealth first reported a position in Crescent Energy in Q2 2024 and held it in 1 quarter.
Olistico Wealth's Crescent Energy position peaked at $36 in Q2 2024.
234 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2024.

Based on Olistico Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.