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Creative Financial Designs’s Information Services Group III Stock Holding History

Creative Financial Designs’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,167
Closed -$8.76K – 1682
2024
Q1 		$8.76K Buy
+2,167
New +$9.4K ﹤0.01% 1182

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Creative Financial Designs's III Position: Q2 2024 in Review

Creative Financial Designs sold out of Information Services Group (III) in Q2 2024, closing a stake of 2,167 shares — an estimated $8.76K sold.

Creative Financial Designs first reported a position in III in Q1 2024 and held it in 1 quarter. The position peaked at $8.76K in Q1 2024. 99 funds tracked by Wall St. Rank hold III as of Q2 2024.

  • Creative Financial Designs reported no remaining Information Services Group position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 2,167 Information Services Group shares in Q2 2024, an estimated $8.76K.
  • Creative Financial Designs first reported a position in Information Services Group in Q1 2024 and held it in 1 quarter.
  • Creative Financial Designs's Information Services Group position peaked at $8.76K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Information Services Group as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.