CW
SDPI

CreativeOne Wealth’s Superior Drilling Products Inc. SDPI Stock Holding History

CreativeOne Wealth’s Portfolio SDPI Stock Details SDPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-186,899
Closed -$133K – 899
2023
Q4 		$133K Sell
186,899
-2,102
-1% -$1.54K 0.01% 606
2023
Q3 		$151K Buy
+189,001
New +$206K 0.01% 548

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Susquehanna International Group
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BCM
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Geode Capital Management
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WC
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Northern Trust
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Osaic Holdings
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JIR
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CreativeOne Wealth's SDPI Position: Q1 2024 in Review

CreativeOne Wealth sold out of Superior Drilling Products Inc. (SDPI) in Q1 2024, closing a stake of 186,899 shares — an estimated $133K sold.

CreativeOne Wealth first reported a position in SDPI in Q3 2023 and held it in 2 quarters. The position peaked at $151K in Q3 2023. 21 funds tracked by Wall St. Rank hold SDPI as of Q1 2024.

  • CreativeOne Wealth reported no remaining Superior Drilling Products Inc. position as of Q1 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 186,899 Superior Drilling Products Inc. shares in Q1 2024, an estimated $133K.
  • CreativeOne Wealth first reported a position in Superior Drilling Products Inc. in Q3 2023 and held it in 2 quarters.
  • CreativeOne Wealth's Superior Drilling Products Inc. position peaked at $151K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Superior Drilling Products Inc. as of Q1 2024.

Based on CreativeOne Wealth's 13F filing for Q1 2024, filed 14 May 2024.