Creative Planning’s Foley Trasimene Acquisition Corp. II BFT Stock Holding History

Creative Planning’s Portfolio BFT Stock Details BFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-177,422	Closed	-$2.68M	–	2783
2020 Q4	$2.68M	Buy	+177,422	New	+$2.02M	0.01%	563

Other funds holding BFT

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Creative Planning's BFT Position: Q1 2021 in Review

Creative Planning sold out of Foley Trasimene Acquisition Corp. II (BFT) in Q1 2021, closing a stake of 177,422 shares — an estimated $2.68M sold.

Creative Planning first reported a position in BFT in Q4 2020 and held it in 1 quarter. The position peaked at $2.68M in Q4 2020. 3 funds tracked by Wall St. Rank hold BFT as of Q1 2021.

Creative Planning reported no remaining Foley Trasimene Acquisition Corp. II position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 177,422 Foley Trasimene Acquisition Corp. II shares in Q1 2021, an estimated $2.68M.
Creative Planning first reported a position in Foley Trasimene Acquisition Corp. II in Q4 2020 and held it in 1 quarter.
Creative Planning's Foley Trasimene Acquisition Corp. II position peaked at $2.68M in Q4 2020.
3 funds tracked by Wall St. Rank held Foley Trasimene Acquisition Corp. II as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.