Creative Planning
BFX

Creative Planning’s BowFlex Inc. BFX Stock Holding History

Creative Planning’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,110
Closed -$202K – 2759
2020
Q4 		$202K Buy
+11,110
New +$231K ﹤0.01% 1899
2017
Q3 		– Sell
-302
Closed -$6K – 3889
2017
Q2 		$6K Hold
302
– – ﹤0.01% 3934
2017
Q1 		$6K Hold
302
– – ﹤0.01% 3898
2016
Q4 		$6K Sell
302
-192
-39% -$3.57K ﹤0.01% 3883
2016
Q3 		$11K Buy
494
+192
+64% +$4.09K ﹤0.01% 3470
2016
Q2 		$5K Buy
302
+300
+15,000% +$5.67K ﹤0.01% 3677
2016
Q1 		$0 Hold
2
– – ﹤0.01% 4587
2015
Q4 		$0 Sell
2
-1,600
-100% -$28.1K ﹤0.01% 4629
2015
Q3 		$24K Buy
+1,602
New +$28.7K ﹤0.01% 2598
2015
Q2 		– Sell
-522
Closed -$8K – 3192
2015
Q1 		$8K Buy
522
+511
+4,645% +$7.73K ﹤0.01% 3344
2014
Q4 		$0 Sell
11
-394
-97% -$5.25K ﹤0.01% 4386
2014
Q3 		$5K Buy
405
+394
+3,582% +$4.56K ﹤0.01% 3326
2014
Q2 		$0 Hold
11
– – ﹤0.01% 4000
2014
Q1 		$0 Hold
11
– – ﹤0.01% 3787
2013
Q4 		$0 Hold
11
– – ﹤0.01% 3507
2013
Q3 		$0 Hold
11
– – ﹤0.01% 3387
2013
Q2 		$0 Buy
+11
New +$83 ﹤0.01% 3133

Other funds holding BFX

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's BFX Position: Q1 2021 in Review

Creative Planning sold out of BowFlex Inc. (BFX) in Q1 2021, closing a stake of 11,110 shares — an estimated $202K sold.

Creative Planning first reported a position in BFX in Q2 2013 and held it in 17 quarters. The position peaked at $202K in Q4 2020. 151 funds tracked by Wall St. Rank hold BFX as of Q1 2021.

  • Creative Planning reported no remaining BowFlex Inc. position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 11,110 BowFlex Inc. shares in Q1 2021, an estimated $202K.
  • Creative Planning first reported a position in BowFlex Inc. in Q2 2013 and held it in 17 quarters.
  • Creative Planning's BowFlex Inc. position peaked at $202K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held BowFlex Inc. as of Q1 2021.

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