PA
CRT

Parallel Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Parallel Advisors’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12
Closed – – 3384
2022
Q3 		$0 Buy
+12
New +$228 ﹤0.01% 3197
2020
Q2 		– Sell
-100
Closed – – 2481
2020
Q1 		$0 Buy
+100
New +$757 ﹤0.01% 2423

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Parallel Advisors's CRT Position: Q4 2022 in Review

Parallel Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q4 2022, closing a stake of 12 shares.

Parallel Advisors first reported a position in CRT in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 28 funds tracked by Wall St. Rank hold CRT as of Q4 2022.

  • Parallel Advisors reported no remaining Cross Timbers Royalty Trust position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 12 Cross Timbers Royalty Trust shares in Q4 2022.
  • Parallel Advisors first reported a position in Cross Timbers Royalty Trust in Q1 2020 and held it in 2 quarters.
  • Parallel Advisors's Cross Timbers Royalty Trust position peaked at $0 in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.