CFD
LRFC

Creative Financial Designs’s Logan Ridge Finance Corp LRFC Stock Holding History

Creative Financial Designs’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-83
Closed -$1.88K – 1704
2023
Q4 		$1.88K Hold
83
– – ﹤0.01% 1438
2023
Q3 		$1.72K Sell
83
-475
-85% -$10.1K ﹤0.01% 1357
2023
Q2 		$11.6K Hold
558
– – ﹤0.01% 979
2023
Q1 		$11.6K Hold
558
– – ﹤0.01% 925
2022
Q4 		$12.5K Hold
558
– – ﹤0.01% 862
2022
Q3 		$10K Hold
558
– – ﹤0.01% 889
2022
Q2 		$9K Hold
558
– – ﹤0.01% 888
2022
Q1 		$13K Hold
558
– – ﹤0.01% 853
2021
Q4 		$13K Hold
558
– – ﹤0.01% 854
2021
Q3 		$14K Buy
+558
New +$14.9K ﹤0.01% 944
2020
Q3 		– Sell
-905
Closed -$14K – 1261
2020
Q2 		$14K Buy
+905
New +$16.3K ﹤0.01% 676

Other funds holding LRFC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's LRFC Position: Q1 2024 in Review

Creative Financial Designs sold out of Logan Ridge Finance Corp (LRFC) in Q1 2024, closing a stake of 83 shares — an estimated $1.88K sold.

Creative Financial Designs first reported a position in LRFC in Q2 2020 and held it in 11 quarters. The position peaked at $14K in Q3 2021. 16 funds tracked by Wall St. Rank hold LRFC as of Q1 2024.

  • Creative Financial Designs reported no remaining Logan Ridge Finance Corp position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 83 Logan Ridge Finance Corp shares in Q1 2024, an estimated $1.88K.
  • Creative Financial Designs first reported a position in Logan Ridge Finance Corp in Q2 2020 and held it in 11 quarters.
  • Creative Financial Designs's Logan Ridge Finance Corp position peaked at $14K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.