CFD
STR

Creative Financial Designs’s Sitio Royalties STR Stock Holding History

Creative Financial Designs’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-128
Closed -$2.67K – 1842
2024
Q3 		$2.67K Hold
128
– – ﹤0.01% 1498
2024
Q2 		$3.02K Sell
128
-58
-31% -$1.36K ﹤0.01% 1422
2024
Q1 		$4.6K Buy
186
+58
+45% +$1.31K ﹤0.01% 1324
2023
Q4 		$3.01K Buy
+128
New +$2.97K ﹤0.01% 1356

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Financial Designs's STR Position: Q4 2024 in Review

Creative Financial Designs sold out of Sitio Royalties (STR) in Q4 2024, closing a stake of 128 shares — an estimated $2.67K sold.

Creative Financial Designs first reported a position in STR in Q4 2023 and held it in 4 quarters. The position peaked at $4.6K in Q1 2024. 232 funds tracked by Wall St. Rank hold STR as of Q4 2024.

  • Creative Financial Designs reported no remaining Sitio Royalties position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 128 Sitio Royalties shares in Q4 2024, an estimated $2.67K.
  • Creative Financial Designs first reported a position in Sitio Royalties in Q4 2023 and held it in 4 quarters.
  • Creative Financial Designs's Sitio Royalties position peaked at $4.6K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Sitio Royalties as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.