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Tradition Wealth Management’s Creative Realities CREX Stock Holding History

Tradition Wealth 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
2021
Q1 		– Sell
-5
Closed – – 842
2020
Q4 		$0 Buy
+5
New +$16 ﹤0.01% 1048

Other funds holding CREX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return

Tradition Wealth Management's CREX Position: Q1 2021 in Review

Tradition Wealth Management sold out of Creative Realities (CREX) in Q1 2021, closing a stake of 5 shares.

Tradition Wealth Management first reported a position in CREX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 14 funds tracked by Wall St. Rank hold CREX as of Q1 2021.

  • Tradition Wealth Management reported no remaining Creative Realities position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 5 Creative Realities shares in Q1 2021.
  • Tradition Wealth Management first reported a position in Creative Realities in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Creative Realities position peaked at $0 in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Creative Realities as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.