WAM
CRZO

Wealthspire Advisors (Maryland)’s Carrizo Oil & Gas Inc CRZO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,456
Closed -$18K – 2432
2019
Q1 		$18K Sell
1,456
-64
-4% -$761 ﹤0.01% 1327
2018
Q4 		$17K Buy
1,520
+300
+25% +$5.34K ﹤0.01% 1288
2018
Q3 		$31K Buy
1,220
+115
+10% +$2.97K ﹤0.01% 1141
2018
Q2 		$31K Buy
1,105
+52
+5% +$1.2K ﹤0.01% 1146
2018
Q1 		$17K Sell
1,053
-44
-4% -$826 ﹤0.01% 1360
2017
Q4 		$23K Buy
1,097
+116
+12% +$2.14K ﹤0.01% 1291
2017
Q3 		$17K Buy
981
+277
+39% +$4.05K ﹤0.01% 1370
2017
Q2 		$12K Buy
704
+228
+48% +$5.3K ﹤0.01% 1480
2017
Q1 		$14K Buy
476
+25
+6% +$820 ﹤0.01% 1215
2016
Q4 		$17K Sell
451
-28
-6% -$1.08K ﹤0.01% 1073
2016
Q3 		$19K Buy
479
+102
+27% +$3.66K ﹤0.01% 1078
2016
Q2 		$14K Buy
377
+56
+17% +$2K ﹤0.01% 1120
2016
Q1 		$10K Buy
321
+99
+45% +$2.5K ﹤0.01% 1201
2015
Q4 		$7K Buy
+222
New +$8.13K ﹤0.01% 1288

Other funds holding CRZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRZO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Carrizo Oil & Gas Inc (CRZO) in Q2 2019, closing a stake of 1,456 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in CRZO in Q4 2015 and held it in 14 quarters. The position peaked at $31K in Q3 2018. 220 funds tracked by Wall St. Rank hold CRZO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Carrizo Oil & Gas Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,456 Carrizo Oil & Gas Inc shares in Q2 2019, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in Carrizo Oil & Gas Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Carrizo Oil & Gas Inc position peaked at $31K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.