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Robertson Stephens Wealth Management’s Crown Holdings CCK Stock Holding History

Robertson Stephens Wealth Management’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,642
Closed -$384K – 555
2024
Q4 		$384K Buy
+4,642
New +$422K 0.01% 416
2020
Q3 		– Sell
-4,642
Closed -$302K – 239
2020
Q2 		$302K Buy
+4,642
New +$292K 0.09% 144

Other funds holding CCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $2.96B AUM 16.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Robertson Stephens Wealth Management's CCK Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Crown Holdings (CCK) in Q1 2025, closing a stake of 4,642 shares — an estimated $384K sold.

Robertson Stephens Wealth Management first reported a position in CCK in Q2 2020 and held it in 2 quarters. The position peaked at $384K in Q4 2024. 557 funds tracked by Wall St. Rank hold CCK as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Crown Holdings position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 4,642 Crown Holdings shares in Q1 2025, an estimated $384K.
  • Robertson Stephens Wealth Management first reported a position in Crown Holdings in Q2 2020 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Crown Holdings position peaked at $384K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.