Creative Planning
CCS icon

Creative Planning’s Century Communities CCS Stock Holding History

Creative Planning’s Portfolio CCS Stock Details CCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.87M Buy
49,980
+1,698
+4% +$109K ﹤0.01% 1607
2025
Q4 		$2.87M Sell
48,282
-35
-0.1% -$2.13K ﹤0.01% 1412
2025
Q3 		$3.06M Buy
48,317
+10,426
+28% +$658K ﹤0.01% 1203
2025
Q2 		$2.13M Buy
37,891
+20,447
+117% +$1.15M ﹤0.01% 1262
2025
Q1 		$1.17M Buy
17,444
+9,352
+116% +$677K ﹤0.01% 1594
2024
Q4 		$594K Sell
8,092
-1,621
-17% -$144K ﹤0.01% 2065
2024
Q3 		$1M Buy
9,713
+3,397
+54% +$325K ﹤0.01% 1510
2024
Q2 		$516K Buy
6,316
+1,887
+43% +$157K ﹤0.01% 1913
2024
Q1 		$427K Buy
4,429
+1,281
+41% +$112K ﹤0.01% 1965
2023
Q4 		$287K Buy
+3,148
New +$225K ﹤0.01% 2115
2017
Q3 		– Sell
-2,817
Closed -$70K – 2171
2017
Q2 		$70K Hold
2,817
– – ﹤0.01% 2246
2017
Q1 		$72K Sell
2,817
-2,000
-42% -$46.3K ﹤0.01% 2179
2016
Q4 		$101K Hold
4,817
– – ﹤0.01% 1855
2016
Q3 		$104K Hold
4,817
– – ﹤0.01% 1822
2016
Q2 		$84K Hold
4,817
– – ﹤0.01% 1781
2016
Q1 		$82K Hold
4,817
– – ﹤0.01% 1747
2015
Q4 		$85K Buy
+4,817
New +$91.1K ﹤0.01% 1735

Other funds holding CCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return