WFS
CRT

Widmann Financial Services’s Cross Timbers Royalty Trust CRT Stock Holding History

Widmann Financial Services’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-25
Closed – – 162
2021
Q4 		$0 Buy
+25
New +$322 ﹤0.01% 460

Other funds holding CRT

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MAA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Widmann Financial Services's CRT Position: Q1 2022 in Review

Widmann Financial Services sold out of Cross Timbers Royalty Trust (CRT) in Q1 2022, closing a stake of 25 shares.

Widmann Financial Services first reported a position in CRT in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 19 funds tracked by Wall St. Rank hold CRT as of Q1 2022.

  • Widmann Financial Services reported no remaining Cross Timbers Royalty Trust position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 25 Cross Timbers Royalty Trust shares in Q1 2022.
  • Widmann Financial Services first reported a position in Cross Timbers Royalty Trust in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Cross Timbers Royalty Trust position peaked at $0 in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.