Creative Planning’s Barnwell Industries BRN Stock Holding History

Creative Planning’s Portfolio BRN Stock Details BRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,246	Closed	-$3K	–	2333
2022 Q2	$3K	Buy	+1,246	New	+$3.44K	﹤0.01%	2238

Other funds holding BRN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Creative Planning's BRN Position: Q3 2022 in Review

Creative Planning sold out of Barnwell Industries (BRN) in Q3 2022, closing a stake of 1,246 shares — an estimated $3K sold.

Creative Planning first reported a position in BRN in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 18 funds tracked by Wall St. Rank hold BRN as of Q3 2022.

Creative Planning reported no remaining Barnwell Industries position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 1,246 Barnwell Industries shares in Q3 2022, an estimated $3K.
Creative Planning first reported a position in Barnwell Industries in Q2 2022 and held it in 1 quarter.
Creative Planning's Barnwell Industries position peaked at $3K in Q2 2022.
18 funds tracked by Wall St. Rank held Barnwell Industries as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.