Creative Planning
ASAI

Creative Planning’s Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) ASAI Stock Holding History

Creative Planning’s Portfolio ASAI Stock Details ASAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-83,051
Closed -$371K – 3795
2024
Q4 		$371K Buy
83,051
+46,712
+129% +$273K ﹤0.01% 2498
2024
Q3 		$250K Buy
36,339
+19,034
+110% +$169K ﹤0.01% 2678
2024
Q2 		$161K Sell
17,305
-7,960
-32% -$98.6K ﹤0.01% 2736
2024
Q1 		$373K Buy
25,265
+7,398
+41% +$105K ﹤0.01% 2068
2023
Q4 		$247K Buy
17,867
+7,378
+70% +$92K ﹤0.01% 2247
2023
Q3 		$128K Buy
+10,489
New +$138K ﹤0.01% 2350

Other funds holding ASAI

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Creative Planning's ASAI Position: Q1 2025 in Review

Creative Planning sold out of Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) (ASAI) in Q1 2025, closing a stake of 83,051 shares — an estimated $371K sold.

Creative Planning first reported a position in ASAI in Q3 2023 and held it in 6 quarters. The position peaked at $373K in Q1 2024. 10 funds tracked by Wall St. Rank hold ASAI as of Q1 2025.

  • Creative Planning reported no remaining Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 83,051 Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) shares in Q1 2025, an estimated $371K.
  • Creative Planning first reported a position in Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) in Q3 2023 and held it in 6 quarters.
  • Creative Planning's Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) position peaked at $373K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Sendas Distribuidora S.A. American Depositary Share (each representing five common shares) as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.