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Opal Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

Opal Wealth Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed -$591 – 346
2024
Q2 		$591 Buy
+14
New +$751 ﹤0.01% 1150

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EARNEST Partners
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State Street
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Arrowstreet Capital
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's CBRL Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Cracker Barrel (CBRL) in Q3 2024, closing a stake of 14 shares — an estimated $591 sold.

Opal Wealth Advisors first reported a position in CBRL in Q2 2024 and held it in 1 quarter. The position peaked at $591 in Q2 2024. 260 funds tracked by Wall St. Rank hold CBRL as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Cracker Barrel position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 14 Cracker Barrel shares in Q3 2024, an estimated $591.
  • Opal Wealth Advisors first reported a position in Cracker Barrel in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Cracker Barrel position peaked at $591 in Q2 2024.
  • 260 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.