CFD
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Creative Financial Designs’s Chicago Rivet & Machine Co CVR Stock Holding History

Creative Financial Designs’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-135
Closed -$3.47K – 1513
2023
Q2 		$3.47K Hold
135
– – ﹤0.01% 1237
2023
Q1 		$4.01K Buy
+135
New +$3.96K ﹤0.01% 1166

Other funds holding CVR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Creative Financial Designs's CVR Position: Q3 2023 in Review

Creative Financial Designs sold out of Chicago Rivet & Machine Co (CVR) in Q3 2023, closing a stake of 135 shares — an estimated $3.47K sold.

Creative Financial Designs first reported a position in CVR in Q1 2023 and held it in 2 quarters. The position peaked at $4.01K in Q1 2023. 15 funds tracked by Wall St. Rank hold CVR as of Q3 2023.

  • Creative Financial Designs reported no remaining Chicago Rivet & Machine Co position as of Q3 2023 after selling out during the quarter.
  • Creative Financial Designs sold 135 Chicago Rivet & Machine Co shares in Q3 2023, an estimated $3.47K.
  • Creative Financial Designs first reported a position in Chicago Rivet & Machine Co in Q1 2023 and held it in 2 quarters.
  • Creative Financial Designs's Chicago Rivet & Machine Co position peaked at $4.01K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.