Kistler-Tiffany Companies’s Creative Realities CREX Stock Holding History

Kistler-Tiffany Companies’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
2023 Q1	–	Sell	-186	Closed	-$324	–	798
2022 Q4	$324	Hold	186	–	–	﹤0.01%	782
2022 Q3	$0	Hold	186	–	–	﹤0.01%	785
2022 Q2	$0	Hold	186	–	–	﹤0.01%	765
2022 Q1	$0	Hold	186	–	–	﹤0.01%	757
2021 Q4	$1K	Hold	186	–	–	﹤0.01%	695
2021 Q3	$1K	Hold	186	–	–	﹤0.01%	691
2021 Q2	$1K	Hold	186	–	–	﹤0.01%	681
2021 Q1	$1K	Hold	186	–	–	﹤0.01%	626
2020 Q4	$1K	Hold	186	–	–	﹤0.01%	610
2020 Q3	$1K	Hold	186	–	–	﹤0.01%	608
2020 Q2	$1K	Hold	186	–	–	﹤0.01%	568
2020 Q1	$1K	Hold	186	–	–	﹤0.01%	551
2019 Q4	$1K	Hold	186	–	–	﹤0.01%	557
2019 Q3	$1K	Hold	186	–	–	﹤0.01%	570
2019 Q2	$1K	Hold	186	–	–	﹤0.01%	556
2019 Q1	$2K	Hold	186	–	–	﹤0.01%	538
2018 Q4	$1K	Buy	+186	New	+$1.63K	﹤0.01%	543

Other funds holding CREX

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $182M AUM 18.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kistler-Tiffany Companies's CREX Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of Creative Realities (CREX) in Q1 2023, closing a stake of 186 shares — an estimated $324 sold.

Kistler-Tiffany Companies first reported a position in CREX in Q4 2018 and held it in 17 quarters. The position peaked at $2K in Q1 2019. 11 funds tracked by Wall St. Rank hold CREX as of Q1 2023.

Kistler-Tiffany Companies reported no remaining Creative Realities position as of Q1 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 186 Creative Realities shares in Q1 2023, an estimated $324.
Kistler-Tiffany Companies first reported a position in Creative Realities in Q4 2018 and held it in 17 quarters.
Kistler-Tiffany Companies's Creative Realities position peaked at $2K in Q1 2019.
11 funds tracked by Wall St. Rank held Creative Realities as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.