SWP
CRT

Significant Wealth Partners’s Cross Timbers Royalty Trust CRT Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-49,481
Closed -$866K – 157
2023
Q4 		$866K Buy
+49,481
New +$923K 0.63% 47

Other funds holding CRT

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Significant Wealth Partners's CRT Position: Q1 2024 in Review

Significant Wealth Partners sold out of Cross Timbers Royalty Trust (CRT) in Q1 2024, closing a stake of 49,481 shares — an estimated $866K sold.

Significant Wealth Partners first reported a position in CRT in Q4 2023 and held it in 1 quarter. The position peaked at $866K in Q4 2023. 21 funds tracked by Wall St. Rank hold CRT as of Q1 2024.

  • Significant Wealth Partners reported no remaining Cross Timbers Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 49,481 Cross Timbers Royalty Trust shares in Q1 2024, an estimated $866K.
  • Significant Wealth Partners first reported a position in Cross Timbers Royalty Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Cross Timbers Royalty Trust position peaked at $866K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.