WealthCollab’s Crescent Energy CRGY Stock Holding History

WealthCollab’s Portfolio CRGY Stock Details CRGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-662	Closed	-$9.67K	–	931
2024 Q4	$9.67K	Hold	662	–	–	0.01%	448
2024 Q3	$7.25K	Buy	+662	New	+$7.56K	﹤0.01%	529

Other funds holding CRGY

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ACG

Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthCollab's CRGY Position: Q1 2025 in Review

WealthCollab sold out of Crescent Energy (CRGY) in Q1 2025, closing a stake of 662 shares — an estimated $9.67K sold.

WealthCollab first reported a position in CRGY in Q3 2024 and held it in 2 quarters. The position peaked at $9.67K in Q4 2024. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

WealthCollab reported no remaining Crescent Energy position as of Q1 2025 after selling out during the quarter.
WealthCollab sold 662 Crescent Energy shares in Q1 2025, an estimated $9.67K.
WealthCollab first reported a position in Crescent Energy in Q3 2024 and held it in 2 quarters.
WealthCollab's Crescent Energy position peaked at $9.67K in Q4 2024.
292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.