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Planned Solutions’s Crescent Energy CRGY Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,000
Closed -$10.9K – 218
2024
Q3 		$10.9K Buy
+1,000
New +$11.4K ﹤0.01% 439
2024
Q1 		– Sell
-1,000
Closed -$13.2K – 186
2023
Q4 		$13.2K Buy
+1,000
New +$11.8K 0.01% 400

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planned Solutions's CRGY Position: Q4 2024 in Review

Planned Solutions sold out of Crescent Energy (CRGY) in Q4 2024, closing a stake of 1,000 shares — an estimated $10.9K sold.

Planned Solutions first reported a position in CRGY in Q4 2023 and held it in 2 quarters. The position peaked at $13.2K in Q4 2023. 275 funds tracked by Wall St. Rank hold CRGY as of Q4 2024.

  • Planned Solutions reported no remaining Crescent Energy position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,000 Crescent Energy shares in Q4 2024, an estimated $10.9K.
  • Planned Solutions first reported a position in Crescent Energy in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Crescent Energy position peaked at $13.2K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.