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Creative Financial Designs’s Escalade ESCA Stock Holding History

Creative Financial Designs’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-447
Closed -$5.97K – 1519
2023
Q2 		$5.97K Hold
447
– – ﹤0.01% 1143
2023
Q1 		$6.53K Buy
+447
New +$5.68K ﹤0.01% 1054

Other funds holding ESCA

TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Creative Financial Designs sold out of Escalade (ESCA) in Q3 2023, closing a stake of 447 shares — an estimated $5.97K sold.

Creative Financial Designs first reported a position in ESCA in Q1 2023 and held it in 2 quarters. The position peaked at $6.53K in Q1 2023. 54 funds tracked by Wall St. Rank hold ESCA as of Q3 2023.

  • Creative Financial Designs reported no remaining Escalade position as of Q3 2023 after selling out during the quarter.
  • Creative Financial Designs sold 447 Escalade shares in Q3 2023, an estimated $5.97K.
  • Creative Financial Designs first reported a position in Escalade in Q1 2023 and held it in 2 quarters.
  • Creative Financial Designs's Escalade position peaked at $6.53K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Escalade as of Q3 2023.

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