Creative Planning
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Creative Planning’s ACNB Corp ACNB Stock Holding History

Creative Planning’s Portfolio ACNB Stock Details ACNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-771
Closed -$24.4K – 2751
2023
Q3 		$24.4K Buy
+771
New +$25.5K ﹤0.01% 2574
2015
Q1 		– Sell
-500
Closed -$11K – 4189
2014
Q4 		$11K Buy
+500
New +$9.99K ﹤0.01% 3051

Other funds holding ACNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's ACNB Position: Q4 2023 in Review

Creative Planning sold out of ACNB Corp (ACNB) in Q4 2023, closing a stake of 771 shares — an estimated $24.4K sold.

Creative Planning first reported a position in ACNB in Q4 2014 and held it in 2 quarters. The position peaked at $24.4K in Q3 2023. 63 funds tracked by Wall St. Rank hold ACNB as of Q4 2023.

  • Creative Planning reported no remaining ACNB Corp position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 771 ACNB Corp shares in Q4 2023, an estimated $24.4K.
  • Creative Planning first reported a position in ACNB Corp in Q4 2014 and held it in 2 quarters.
  • Creative Planning's ACNB Corp position peaked at $24.4K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held ACNB Corp as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.