Pacific Capital Wealth Advisors’s CRH CRH Stock Holding History

Pacific Capital Wealth Advisors’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
2024 Q3	–	Sell	-52	Closed	-$3.9K	–	515
2024 Q2	$3.9K	Buy	+52	New	+$4.15K	﹤0.01%	406

Other funds holding CRH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pacific Capital Wealth Advisors's CRH Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of CRH (CRH) in Q3 2024, closing a stake of 52 shares — an estimated $3.9K sold.

Pacific Capital Wealth Advisors first reported a position in CRH in Q2 2024 and held it in 1 quarter. The position peaked at $3.9K in Q2 2024. 747 funds tracked by Wall St. Rank hold CRH as of Q3 2024.

Pacific Capital Wealth Advisors reported no remaining CRH position as of Q3 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 52 CRH shares in Q3 2024, an estimated $3.9K.
Pacific Capital Wealth Advisors first reported a position in CRH in Q2 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's CRH position peaked at $3.9K in Q2 2024.
747 funds tracked by Wall St. Rank held CRH as of Q3 2024.

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