Creative Planning
AXU

Creative Planning’s Alexco Resource Corp AXU Stock Holding History

Creative Planning’s Portfolio AXU Stock Details AXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-17,247
Closed -$43K – 2719
2021
Q1 		$43K Buy
17,247
+847
+5% +$2.33K ﹤0.01% 2369
2020
Q4 		$52K Buy
16,400
+2,255
+16% +$5.93K ﹤0.01% 2098
2020
Q3 		$37K Sell
14,145
-5,055
-26% -$13.9K ﹤0.01% 1929
2020
Q2 		$43K Sell
19,200
-2,000
-9% -$3.7K ﹤0.01% 1774
2020
Q1 		$26K Sell
21,200
-1,813
-8% -$3.06K ﹤0.01% 1705
2019
Q4 		$53K Hold
23,013
– – ﹤0.01% 1820
2019
Q3 		$40K Buy
23,013
+1,500
+7% +$2.76K ﹤0.01% 1811
2019
Q2 		$25K Hold
21,513
– – ﹤0.01% 1874
2019
Q1 		$26K Hold
21,513
– – ﹤0.01% 1827
2018
Q4 		$20K Hold
21,513
– – ﹤0.01% 1787
2018
Q3 		$22K Sell
21,513
-1,500
-7% -$1.76K ﹤0.01% 1944
2018
Q2 		$31K Buy
23,013
+3,813
+20% +$5.4K ﹤0.01% 1882
2018
Q1 		$26K Sell
19,200
-1,314
-6% -$1.9K ﹤0.01% 1871
2017
Q4 		$33K Buy
20,514
+914
+5% +$1.24K ﹤0.01% 1827
2017
Q3 		$28K Hold
19,600
– – ﹤0.01% 1819
2017
Q2 		$26K Hold
19,600
– – ﹤0.01% 3007
2017
Q1 		$30K Hold
19,600
– – ﹤0.01% 2849
2016
Q4 		$26K Buy
19,600
+2,900
+17% +$4.46K ﹤0.01% 2905
2016
Q3 		$30K Buy
16,700
+15,200
+1,013% +$29.4K ﹤0.01% 2751
2016
Q2 		$2K Hold
1,500
– – ﹤0.01% 4077
2016
Q1 		$1K Hold
1,500
– – ﹤0.01% 4204
2015
Q4 		$1K Hold
1,500
– – ﹤0.01% 4281
2015
Q3 		$1K Buy
+1,500
New +$522 ﹤0.01% 4185
2015
Q2 		– Sell
-1,500
Closed -$1K – 3305
2015
Q1 		$1K Sell
1,500
-1,500
-50% -$708 ﹤0.01% 4100
2014
Q4 		$2K Sell
3,000
-11,290
-79% -$6.16K ﹤0.01% 3873
2014
Q3 		$10K Buy
14,290
+12,500
+698% +$12.9K ﹤0.01% 2960
2014
Q2 		$2K Hold
1,790
– – ﹤0.01% 3554
2014
Q1 		$3K Hold
1,790
– – ﹤0.01% 3287
2013
Q4 		$2K Buy
+1,790
New +$2.36K ﹤0.01% 3129

Other funds holding AXU

JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Creative Planning's AXU Position: Q2 2021 in Review

Creative Planning sold out of Alexco Resource Corp (AXU) in Q2 2021, closing a stake of 17,247 shares — an estimated $43K sold.

Creative Planning first reported a position in AXU in Q4 2013 and held it in 29 quarters. The position peaked at $53K in Q4 2019. 63 funds tracked by Wall St. Rank hold AXU as of Q2 2021.

  • Creative Planning reported no remaining Alexco Resource Corp position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 17,247 Alexco Resource Corp shares in Q2 2021, an estimated $43K.
  • Creative Planning first reported a position in Alexco Resource Corp in Q4 2013 and held it in 29 quarters.
  • Creative Planning's Alexco Resource Corp position peaked at $53K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Alexco Resource Corp as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.