CFD
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Creative Financial Designs’s FS Bancorp FSBW Stock Holding History

Creative Financial Designs’s Portfolio FSBW Stock Details FSBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-250
Closed -$7.5K – 1485
2023
Q1 		$7.5K Buy
+250
New +$8.44K ﹤0.01% 1025

Other funds holding FSBW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Creative Financial Designs's FSBW Position: Q2 2023 in Review

Creative Financial Designs sold out of FS Bancorp (FSBW) in Q2 2023, closing a stake of 250 shares — an estimated $7.5K sold.

Creative Financial Designs first reported a position in FSBW in Q1 2023 and held it in 1 quarter. The position peaked at $7.5K in Q1 2023. 78 funds tracked by Wall St. Rank hold FSBW as of Q2 2023.

  • Creative Financial Designs reported no remaining FS Bancorp position as of Q2 2023 after selling out during the quarter.
  • Creative Financial Designs sold 250 FS Bancorp shares in Q2 2023, an estimated $7.5K.
  • Creative Financial Designs first reported a position in FS Bancorp in Q1 2023 and held it in 1 quarter.
  • Creative Financial Designs's FS Bancorp position peaked at $7.5K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.