Creative Planning
AIXC

Creative Planning’s AIxCrypto Holdings Inc AIXC Stock Holding History

Creative Planning’s Portfolio AIXC Stock Details AIXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-55
Closed -$16K – 2422
2022
Q2 		$16K Hold
55
– – ﹤0.01% 2161
2022
Q1 		$18K Buy
+55
New +$21.5K ﹤0.01% 2151
2019
Q3 		– Sell
-1
Closed -$14K – 2082
2019
Q2 		$14K Hold
1
– – ﹤0.01% 1916
2019
Q1 		$11K Buy
+1
New +$9.41K ﹤0.01% 1872
2018
Q1 		– Sell
-1
Closed -$31K – 2107
2017
Q4 		$31K Hold
1
– – ﹤0.01% 1834
2017
Q3 		$33K Hold
1
– – ﹤0.01% 1811
2017
Q2 		$55K Buy
+1
New +$95.8K ﹤0.01% 2450
2017
Q1 		– Hold
0
– – – 2130
2016
Q4 		– Hold
0
– – – 1868
2016
Q3 		– Hold
0
– – – 2185

Other funds holding AIXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's AIXC Position: Q3 2022 in Review

Creative Planning sold out of AIxCrypto Holdings Inc (AIXC) in Q3 2022, closing a stake of 55 shares — an estimated $16K sold.

Creative Planning first reported a position in AIXC in Q2 2017 and held it in 7 quarters. The position peaked at $55K in Q2 2017. 23 funds tracked by Wall St. Rank hold AIXC as of Q3 2022.

  • Creative Planning reported no remaining AIxCrypto Holdings Inc position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 55 AIxCrypto Holdings Inc shares in Q3 2022, an estimated $16K.
  • Creative Planning first reported a position in AIxCrypto Holdings Inc in Q2 2017 and held it in 7 quarters.
  • Creative Planning's AIxCrypto Holdings Inc position peaked at $55K in Q2 2017.
  • 23 funds tracked by Wall St. Rank held AIxCrypto Holdings Inc as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.