Creative Planning
CBD

Creative Planning’s Companhia Brasileira de Distribuicao CBD Stock Holding History

Creative Planning’s Portfolio CBD Stock Details CBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,251
Closed -$9.61K – 3212
2024
Q1 		$9.61K Hold
15,251
– – ﹤0.01% 2869
2023
Q4 		$12.2K Hold
15,251
– – ﹤0.01% 2710
2023
Q3 		$10.2K Hold
15,251
– – ﹤0.01% 2653
2023
Q2 		$58.7K Buy
+15,251
New +$49.8K ﹤0.01% 2424
2015
Q4 		– Sell
-400
Closed -$5K – 4626
2015
Q3 		$5K Buy
+400
New +$7.48K ﹤0.01% 3647
2015
Q2 		– Sell
-400
Closed -$12K – 3179
2015
Q1 		$12K Sell
400
-233
-37% -$7.64K ﹤0.01% 3099
2014
Q4 		$23K Buy
633
+177
+39% +$7.16K ﹤0.01% 2561
2014
Q3 		$20K Buy
456
+48
+12% +$2.31K ﹤0.01% 2550
2014
Q2 		$19K Buy
408
+8
+2% +$375 ﹤0.01% 2533
2014
Q1 		$18K Hold
400
– – ﹤0.01% 2454
2013
Q4 		$18K Hold
400
– – ﹤0.01% 2257
2013
Q3 		$18K Hold
400
– – ﹤0.01% 2167
2013
Q2 		$18K Buy
+400
New +$20.9K ﹤0.01% 2002

Other funds holding CBD

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Creative Planning's CBD Position: Q2 2024 in Review

Creative Planning sold out of Companhia Brasileira de Distribuicao (CBD) in Q2 2024, closing a stake of 15,251 shares — an estimated $9.61K sold.

Creative Planning first reported a position in CBD in Q2 2013 and held it in 13 quarters. The position peaked at $58.7K in Q2 2023. 4 funds tracked by Wall St. Rank hold CBD as of Q2 2024.

  • Creative Planning reported no remaining Companhia Brasileira de Distribuicao position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 15,251 Companhia Brasileira de Distribuicao shares in Q2 2024, an estimated $9.61K.
  • Creative Planning first reported a position in Companhia Brasileira de Distribuicao in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Companhia Brasileira de Distribuicao position peaked at $58.7K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Companhia Brasileira de Distribuicao as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.