Wealth Alliance’s CRH CRH Stock Holding History

Wealth Alliance’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,359	Closed	-$471K	–	545
2025 Q1	$471K	Sell	5,359 -341	-6%	-$33.5K	0.06%	288
2024 Q4	$527K	Sell	5,700 -321	-5%	-$30.9K	0.06%	251
2024 Q3	$558K	Buy	6,021 +31	+0.5%	+$2.6K	0.07%	249
2024 Q2	$449K	Sell	5,990 -537	-8%	-$42.8K	0.06%	268
2024 Q1	$563K	Buy	6,527 +1,074	+20%	+$82.1K	0.07%	246
2023 Q4	$377K	Buy	5,453 +876	+19%	+$52.9K	0.05%	314
2023 Q3	$250K	Buy	+4,577	New	+$260K	0.04%	403
2023 Q2	–	Sell	-4,581	Closed	-$233K	–	516
2023 Q1	$233K	Sell	4,581 -3,226	-41%	-$153K	0.04%	433
2022 Q4	$311K	Sell	7,807 -101	-1%	-$3.78K	0.06%	340
2022 Q3	$255K	Buy	+7,908	New	+$288K	0.05%	366
2022 Q2	–	Sell	-7,771	Closed	-$311K	–	455
2022 Q1	$311K	Sell	7,771 -532	-6%	-$25.3K	0.06%	319
2021 Q4	$438K	Sell	8,303 -563	-6%	-$27.8K	0.09%	250
2021 Q3	$414K	Sell	8,866 -310	-3%	-$15.7K	0.09%	249
2021 Q2	$467K	Buy	9,176 +399	+5%	+$20K	0.11%	210
2021 Q1	$412K	Buy	+8,777	New	+$395K	0.12%	212

Other funds holding CRH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return