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WR Wealth Planners’s California Resources CRC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$4.79K Hold
92
– – ﹤0.01% 712
2024
Q3 		$4.81K Buy
92
+1
+1% +$51 ﹤0.01% 752
2024
Q2 		$4.84K Buy
+91
New +$4.64K ﹤0.01% 723

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WR Wealth Planners's CRC Position: Q4 2024 in Review

WR Wealth Planners held its California Resources (CRC) position steady in Q4 2024 at 92 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

WR Wealth Planners first reported a position in CRC in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.84K in Q2 2024. 278 funds tracked by Wall St. Rank hold CRC as of Q4 2024.

  • WR Wealth Planners held 92 shares of California Resources worth $4.79K as of Q4 2024.
  • WR Wealth Planners left its California Resources share count unchanged in Q4 2024.
  • California Resources made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #712 holding.
  • WR Wealth Planners first reported a position in California Resources in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's California Resources position peaked at $4.84K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held California Resources as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.