Spire Wealth Management’s Cross Timbers Royalty Trust CRT Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-1,922	Closed	-$29K	–	2250
2022 Q2	$29K	Hold	1,922	–	–	﹤0.01%	1513
2022 Q1	$25K	Hold	1,922	–	–	﹤0.01%	1713
2021 Q4	$22K	Hold	1,922	–	–	﹤0.01%	2079
2021 Q3	$27K	Hold	1,922	–	–	﹤0.01%	1724
2021 Q2	$23K	Hold	1,922	–	–	﹤0.01%	1814
2021 Q1	$16K	Buy	+1,922	New	+$16.7K	﹤0.01%	2238

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Spire Wealth Management's CRT Position: Q3 2022 in Review

Spire Wealth Management sold out of Cross Timbers Royalty Trust (CRT) in Q3 2022, closing a stake of 1,922 shares — an estimated $29K sold.

Spire Wealth Management first reported a position in CRT in Q1 2021 and held it in 6 quarters. The position peaked at $29K in Q2 2022. 23 funds tracked by Wall St. Rank hold CRT as of Q3 2022.

Spire Wealth Management reported no remaining Cross Timbers Royalty Trust position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 1,922 Cross Timbers Royalty Trust shares in Q3 2022, an estimated $29K.
Spire Wealth Management first reported a position in Cross Timbers Royalty Trust in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Cross Timbers Royalty Trust position peaked at $29K in Q2 2022.
23 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.