TRUE Private Wealth Advisors’s Crown Holdings CCK Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q1	–	Sell	-48	Closed	-$3K	–	688
2019 Q4	$3K	Buy	+48	New	+$3.42K	﹤0.01%	708
2019 Q3	–	Sell	-48	Closed	-$2K	–	293
2019 Q2	$2K	Buy	+48	New	+$2.8K	﹤0.01%	708
2018 Q1	–	Sell	-4,550	Closed	-$255K	–	229
2017 Q4	$255K	Hold	4,550	–	–	0.04%	194
2017 Q3	$271K	Hold	4,550	–	–	0.06%	129
2017 Q2	$271K	Hold	4,550	–	–	0.06%	124
2017 Q1	$240K	Hold	4,550	–	–	0.05%	130
2016 Q4	$244K	Hold	4,550	–	–	0.06%	129
2016 Q3	$251K	Hold	4,550	–	–	0.08%	117
2016 Q2	$230K	Hold	4,550	–	–	0.08%	124
2016 Q1	$226K	Buy	+4,550	New	+$214K	0.09%	113

Other funds holding CCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TRUE Private Wealth Advisors's CCK Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Crown Holdings (CCK) in Q1 2020, closing a stake of 48 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in CCK in Q1 2016 and held it in 10 quarters. The position peaked at $271K in Q3 2017. 412 funds tracked by Wall St. Rank hold CCK as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Crown Holdings position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 48 Crown Holdings shares in Q1 2020, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Crown Holdings in Q1 2016 and held it in 10 quarters.
TRUE Private Wealth Advisors's Crown Holdings position peaked at $271K in Q3 2017.
412 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.