Creative Planning
BKI

Creative Planning’s Black Knight, Inc. Common Stock BKI Stock Holding History

Creative Planning’s Portfolio BKI Stock Details BKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,685
Closed -$340K – 3083
2023
Q2 		$340K Sell
5,685
-2,700
-32% -$152K ﹤0.01% 1816
2023
Q1 		$483K Buy
8,385
+506
+6% +$30.3K ﹤0.01% 1488
2022
Q4 		$487K Buy
7,879
+1,816
+30% +$110K ﹤0.01% 1446
2022
Q3 		$392K Buy
6,063
+1,151
+23% +$75.8K ﹤0.01% 1484
2022
Q2 		$321K Sell
4,912
-36
-0.7% -$2.42K ﹤0.01% 1563
2022
Q1 		$287K Buy
4,948
+73
+1% +$4.81K ﹤0.01% 1663
2021
Q4 		$404K Sell
4,875
-13
-0.3% -$970 ﹤0.01% 1432
2021
Q3 		$352K Buy
4,888
+2,237
+84% +$172K ﹤0.01% 1499
2021
Q2 		$207K Sell
2,651
-2,508
-49% -$185K ﹤0.01% 1791
2021
Q1 		$382K Buy
5,159
+80
+2% +$6.44K ﹤0.01% 1622
2020
Q4 		$449K Sell
5,079
-3,040
-37% -$276K ﹤0.01% 1381
2020
Q3 		$707K Buy
8,119
+47
+0.6% +$3.7K ﹤0.01% 955
2020
Q2 		$586K Buy
8,072
+1,786
+28% +$127K ﹤0.01% 958
2020
Q1 		$365K Sell
6,286
-88
-1% -$5.76K ﹤0.01% 1097
2019
Q4 		$411K Sell
6,374
-61
-0.9% -$3.78K ﹤0.01% 1218
2019
Q3 		$393K Sell
6,435
-22
-0.3% -$1.36K ﹤0.01% 1209
2019
Q2 		$388K Buy
6,457
+75
+1% +$4.26K ﹤0.01% 1218
2019
Q1 		$348K Buy
6,382
+104
+2% +$5.25K ﹤0.01% 1247
2018
Q4 		$283K Sell
6,278
-706
-10% -$33.1K ﹤0.01% 1268
2018
Q3 		$363K Buy
6,984
+463
+7% +$24.8K ﹤0.01% 1280
2018
Q2 		$349K Sell
6,521
-243
-4% -$12.2K ﹤0.01% 1272
2018
Q1 		$319K Sell
6,764
-96
-1% -$4.66K ﹤0.01% 1317
2017
Q4 		$303K Buy
+6,860
New +$310K ﹤0.01% 1358

Other funds holding BKI

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Creative Planning's BKI Position: Q3 2023 in Review

Creative Planning sold out of Black Knight, Inc. Common Stock (BKI) in Q3 2023, closing a stake of 5,685 shares — an estimated $340K sold.

Creative Planning first reported a position in BKI in Q4 2017 and held it in 23 quarters. The position peaked at $707K in Q3 2020. 4 funds tracked by Wall St. Rank hold BKI as of Q3 2023.

  • Creative Planning reported no remaining Black Knight, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 5,685 Black Knight, Inc. Common Stock shares in Q3 2023, an estimated $340K.
  • Creative Planning first reported a position in Black Knight, Inc. Common Stock in Q4 2017 and held it in 23 quarters.
  • Creative Planning's Black Knight, Inc. Common Stock position peaked at $707K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Black Knight, Inc. Common Stock as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.