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Essex Investment Management’s Creative Realities CREX Stock Holding History

Essex Investment Management’s Portfolio CREX Stock Details CREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,920
Closed -$95.4K – 307
2024
Q4 		$95.4K Buy
38,920
+13,289
+52% +$49K 0.02% 224
2024
Q3 		$118K Buy
+25,631
New +$116K 0.02% 223

Other funds holding CREX

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Essex Investment Management's CREX Position: Q1 2025 in Review

Essex Investment Management sold out of Creative Realities (CREX) in Q1 2025, closing a stake of 38,920 shares — an estimated $95.4K sold.

Essex Investment Management first reported a position in CREX in Q3 2024 and held it in 2 quarters. The position peaked at $118K in Q3 2024. 30 funds tracked by Wall St. Rank hold CREX as of Q1 2025.

  • Essex Investment Management reported no remaining Creative Realities position as of Q1 2025 after selling out during the quarter.
  • Essex Investment Management sold 38,920 Creative Realities shares in Q1 2025, an estimated $95.4K.
  • Essex Investment Management first reported a position in Creative Realities in Q3 2024 and held it in 2 quarters.
  • Essex Investment Management's Creative Realities position peaked at $118K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Creative Realities as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.