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TFO Wealth Partners’s California Resources CRC Stock Holding History

TFO Wealth Partners’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$110 – 217
2024
Q1 		$110 Hold
2
– – ﹤0.01% 621
2023
Q4 		$109 Hold
2
– – ﹤0.01% 782
2023
Q3 		$91 Hold
2
– – ﹤0.01% 984
2023
Q2 		$91 Hold
2
– – ﹤0.01% 681
2023
Q1 		$77 Buy
2
+1
+100% +$41 ﹤0.01% 690
2022
Q4 		$42 Buy
+1
New +$44 ﹤0.01% 870

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GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFO Wealth Partners's CRC Position: Q2 2024 in Review

TFO Wealth Partners sold out of California Resources (CRC) in Q2 2024, closing a stake of 2 shares — an estimated $110 sold.

TFO Wealth Partners first reported a position in CRC in Q4 2022 and held it in 6 quarters. The position peaked at $110 in Q1 2024. 259 funds tracked by Wall St. Rank hold CRC as of Q2 2024.

  • TFO Wealth Partners reported no remaining California Resources position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 California Resources shares in Q2 2024, an estimated $110.
  • TFO Wealth Partners first reported a position in California Resources in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's California Resources position peaked at $110 in Q1 2024.
  • 259 funds tracked by Wall St. Rank held California Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.