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Wipfli Financial Advisors’s California Resources CRC Stock Holding History

Wipfli Financial Advisors’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5K Buy
+125
New +$5.43K ﹤0.01% 2065

Other funds holding CRC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Wipfli Financial Advisors's CRC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in California Resources (CRC) in Q3 2022: 125 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings.

193 funds tracked by Wall St. Rank hold CRC as of Q3 2022.

  • Wipfli Financial Advisors held 125 shares of California Resources worth $5K as of Q3 2022.
  • California Resources was a new Wipfli Financial Advisors position in Q3 2022.
  • California Resources made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2065 holding.
  • 193 funds tracked by Wall St. Rank held California Resources as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.