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Sunbelt Securities’s Creative Realities CREX Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-183
Closed -$840 – 1830
2024
Q3 		$840 Buy
+183
New +$828 ﹤0.01% 1697

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sunbelt Securities's CREX Position: Q4 2024 in Review

Sunbelt Securities sold out of Creative Realities (CREX) in Q4 2024, closing a stake of 183 shares — an estimated $840 sold.

Sunbelt Securities first reported a position in CREX in Q3 2024 and held it in 1 quarter. The position peaked at $840 in Q3 2024. 31 funds tracked by Wall St. Rank hold CREX as of Q4 2024.

  • Sunbelt Securities reported no remaining Creative Realities position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 183 Creative Realities shares in Q4 2024, an estimated $840.
  • Sunbelt Securities first reported a position in Creative Realities in Q3 2024 and held it in 1 quarter.
  • Sunbelt Securities's Creative Realities position peaked at $840 in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Creative Realities as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.