Creative Planning’s CAMBRIDGE BANCORP CATC Stock Holding History

Creative Planning’s Portfolio CATC Stock Details CATC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,198	Closed	-$497K	–	3350
2024 Q2	$497K	Buy	7,198 +316	+5%	+$20.6K	﹤0.01%	1949
2024 Q1	$469K	Buy	6,882 +263	+4%	+$17.4K	﹤0.01%	1900
2023 Q4	$459K	Buy	6,619 +3,014	+84%	+$184K	﹤0.01%	1770
2023 Q3	$225K	Buy	+3,605	New	+$205K	﹤0.01%	2155

Creative Planning's CATC Position: Q3 2024 in Review

Creative Planning sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 7,198 shares — an estimated $497K sold.

Creative Planning first reported a position in CATC in Q3 2023 and held it in 4 quarters. The position peaked at $497K in Q2 2024. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

Creative Planning reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 7,198 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $497K.
Creative Planning first reported a position in CAMBRIDGE BANCORP in Q3 2023 and held it in 4 quarters.
Creative Planning's CAMBRIDGE BANCORP position peaked at $497K in Q2 2024.
0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.