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

PSI 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
2021 Q4	–	Sell	-130	Closed	-$2K	–	772
2021 Q3	$2K	Buy	+130	New	+$1.6K	﹤0.01%	646

Other funds holding CRT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

PSI Advisors's CRT Position: Q4 2021 in Review

PSI Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q4 2021, closing a stake of 130 shares — an estimated $2K sold.

PSI Advisors first reported a position in CRT in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 18 funds tracked by Wall St. Rank hold CRT as of Q4 2021.

PSI Advisors reported no remaining Cross Timbers Royalty Trust position as of Q4 2021 after selling out during the quarter.
PSI Advisors sold 130 Cross Timbers Royalty Trust shares in Q4 2021, an estimated $2K.
PSI Advisors first reported a position in Cross Timbers Royalty Trust in Q3 2021 and held it in 1 quarter.
PSI Advisors's Cross Timbers Royalty Trust position peaked at $2K in Q3 2021.
18 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2021.

Based on PSI Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.