CA
CMCT

Calton & Associates’s Creative Media & Community Trust CMCT Stock Holding History

Calton & Associates’s Portfolio CMCT Stock Details CMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$47.2K – 206
2024
Q3 		$47.2K Buy
+4
New +$202K 0.02% 239

Other funds holding CMCT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $31.8B AUM 28.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Calton & Associates's CMCT Position: Q4 2024 in Review

Calton & Associates sold out of Creative Media & Community Trust (CMCT) in Q4 2024, closing a stake of 4 shares — an estimated $47.2K sold.

Calton & Associates first reported a position in CMCT in Q3 2024 and held it in 1 quarter. The position peaked at $47.2K in Q3 2024. 51 funds tracked by Wall St. Rank hold CMCT as of Q4 2024.

  • Calton & Associates reported no remaining Creative Media & Community Trust position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 4 Creative Media & Community Trust shares in Q4 2024, an estimated $47.2K.
  • Calton & Associates first reported a position in Creative Media & Community Trust in Q3 2024 and held it in 1 quarter.
  • Calton & Associates's Creative Media & Community Trust position peaked at $47.2K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.