RFO
CRGY icon

RiverGlades Family Offices’s Crescent Energy CRGY Stock Holding History

RiverGlades Family Offices’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
-10,200
Closed -$112K – 83
2024
Q3 		$112K Hold
10,200
– – 0.08% 82
2024
Q2 		$121K Hold
10,200
– – 0.09% 80
2024
Q1 		$128K Sell
10,200
-4,000
-28% -$45K 0.1% 78
2023
Q4 		$157K Sell
14,200
-2,000
-12% -$23.6K 0.13% 75
2023
Q3 		$205K Hold
16,200
– – 0.18% 74
2023
Q2 		$169K Hold
16,200
– – 0.15% 74
2023
Q1 		$183K Buy
16,200
+2,000
+14% +$23.2K 0.17% 72
2022
Q4 		$170K Buy
+14,200
New +$195K 0.16% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Woodline Partners
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

RiverGlades Family Offices's CRGY Position: Q4 2024 in Review

RiverGlades Family Offices sold out of Crescent Energy (CRGY) in Q4 2024, closing a stake of 10,200 shares — an estimated $112K sold.

RiverGlades Family Offices first reported a position in CRGY in Q4 2022 and held it in 8 quarters. The position peaked at $205K in Q3 2023. 275 funds tracked by Wall St. Rank hold CRGY as of Q4 2024.

  • RiverGlades Family Offices reported no remaining Crescent Energy position as of Q4 2024 after selling out during the quarter.
  • RiverGlades Family Offices sold 10,200 Crescent Energy shares in Q4 2024, an estimated $112K.
  • RiverGlades Family Offices first reported a position in Crescent Energy in Q4 2022 and held it in 8 quarters.
  • RiverGlades Family Offices's Crescent Energy position peaked at $205K in Q3 2023.
  • 275 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2024.

Based on RiverGlades Family Offices's 13F filing for Q4 2024, filed 13 Feb 2025.