WMA
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Wealth Management Associates’s CRH CRH Stock Holding History

Wealth Management Associates’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
2021
Q4 		– Sell
-4,545
Closed -$212K – 196
2021
Q3 		$212K Sell
4,545
-230
-5% -$11.7K 0.12% 179
2021
Q2 		$243K Buy
+4,775
New +$239K 0.14% 171

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Management Associates's CRH Position: Q4 2021 in Review

Wealth Management Associates sold out of CRH (CRH) in Q4 2021, closing a stake of 4,545 shares — an estimated $212K sold.

Wealth Management Associates first reported a position in CRH in Q2 2021 and held it in 2 quarters. The position peaked at $243K in Q2 2021. 246 funds tracked by Wall St. Rank hold CRH as of Q4 2021.

  • Wealth Management Associates reported no remaining CRH position as of Q4 2021 after selling out during the quarter.
  • Wealth Management Associates sold 4,545 CRH shares in Q4 2021, an estimated $212K.
  • Wealth Management Associates first reported a position in CRH in Q2 2021 and held it in 2 quarters.
  • Wealth Management Associates's CRH position peaked at $243K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held CRH as of Q4 2021.

Based on Wealth Management Associates's 13F filing for Q4 2021, filed 28 May 2025.