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OneAscent Wealth Management’s CRH CRH Stock Holding History

OneAscent Wealth Management’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,602
Closed -$474K – 161
2022
Q2 		$474K Buy
13,602
+946
+7% +$36.8K 0.24% 53
2022
Q1 		$507K Buy
+12,656
New +$603K 0.25% 72

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OneAscent Wealth Management's CRH Position: Q3 2022 in Review

OneAscent Wealth Management sold out of CRH (CRH) in Q3 2022, closing a stake of 13,602 shares — an estimated $474K sold.

OneAscent Wealth Management first reported a position in CRH in Q1 2022 and held it in 2 quarters. The position peaked at $507K in Q1 2022. 210 funds tracked by Wall St. Rank hold CRH as of Q3 2022.

  • OneAscent Wealth Management reported no remaining CRH position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 13,602 CRH shares in Q3 2022, an estimated $474K.
  • OneAscent Wealth Management first reported a position in CRH in Q1 2022 and held it in 2 quarters.
  • OneAscent Wealth Management's CRH position peaked at $507K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held CRH as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.