Creative Planning
BOOM icon

Creative Planning’s DMC Global BOOM Stock Holding History

Creative Planning’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,910
Closed -$715K – 1891
2019
Q4 		$715K Buy
+15,910
New +$707K ﹤0.01% 941
2017
Q2 		– Sell
-250
Closed -$3K – 4625
2017
Q1 		$3K Hold
250
– – ﹤0.01% 4134
2016
Q4 		$4K Hold
250
– – ﹤0.01% 4034
2016
Q3 		$3K Hold
250
– – ﹤0.01% 4067
2016
Q2 		$3K Hold
250
– – ﹤0.01% 3854
2016
Q1 		$2K Hold
250
– – ﹤0.01% 3921
2015
Q4 		$2K Hold
250
– – ﹤0.01% 4002
2015
Q3 		$2K Buy
+250
New +$2.58K ﹤0.01% 3916
2015
Q2 		– Sell
-250
Closed -$3K – 1334
2015
Q1 		$3K Sell
250
-973
-80% -$14.2K ﹤0.01% 3725
2014
Q4 		$20K Buy
1,223
+223
+22% +$3.76K ﹤0.01% 2643
2014
Q3 		$19K Buy
+1,000
New +$20.5K ﹤0.01% 2569
2014
Q1 		– Sell
-206
Closed -$4K – 3630
2013
Q4 		$4K Hold
206
– – ﹤0.01% 2896
2013
Q3 		$5K Hold
206
– – ﹤0.01% 2713
2013
Q2 		$3K Buy
+206
New +$3.36K ﹤0.01% 2694

Other funds holding BOOM

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return