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Raymond James Financial Services Advisors’s Creative Realities CREX Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$81K Buy
17,646
+580
+3% +$2.63K ﹤0.01% 3320
2024
Q2 		$80K Buy
17,066
+6,166
+57% +$22.9K ﹤0.01% 3266
2024
Q1 		$41.1K Buy
+10,900
New +$36.6K ﹤0.01% 3312

Other funds holding CREX

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Raymond James Financial Services Advisors's CREX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Creative Realities (CREX) stake by 3.4% in Q3 2024, buying an estimated $2.63K and bringing the position to 17,646 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Raymond James Financial Services Advisors first reported a position in CREX in Q1 2024 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold CREX as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,646 shares of Creative Realities worth $81K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 580 Creative Realities shares in Q3 2024, an estimated $2.63K.
  • Creative Realities made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3320 holding.
  • Raymond James Financial Services Advisors first reported a position in Creative Realities in Q1 2024 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Creative Realities as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.