Creative Planning
CEI

Creative Planning’s Camber Energy, Inc CEI Stock Holding History

Creative Planning’s Portfolio CEI Stock Details CEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,955
Closed -$2.46K – 3355
2024
Q2 		$2.46K Buy
+20,955
New +$3.5K ﹤0.01% 3044
2023
Q4 		– Sell
-21,314
Closed -$4.9K – 3158
2023
Q3 		$4.9K Hold
21,314
– – ﹤0.01% 2720
2023
Q2 		$13.6K Buy
21,314
+9,723
+84% +$11.6K ﹤0.01% 2527
2023
Q1 		$18.3K Buy
+11,591
New +$20.1K ﹤0.01% 2414
2022
Q4 		– Sell
-1,354
Closed -$13K – 2663
2022
Q3 		$13K Buy
1,354
+2
+0.1% +$34 ﹤0.01% 2211
2022
Q2 		$27K Buy
1,352
+1
+0.1% +$34 ﹤0.01% 2109
2022
Q1 		$57K Sell
1,351
-4
-0.3% -$147 ﹤0.01% 2044
2021
Q4 		$58K Buy
1,355
+691
+104% +$44.4K ﹤0.01% 1990
2021
Q3 		$127K Buy
+664
New +$29.9K ﹤0.01% 1920
2018
Q1 		– Hold
0
– -$6K – 2189
2017
Q4 		– Hold
0
– – – 1894
2014
Q4 		– Hold
0
– -$9K – 4460
2014
Q3 		– Hold
0
– – – 3035
2014
Q2 		– Hold
0
– – – 2797
2014
Q1 		– Hold
0
– – – 2565
2013
Q4 		– Hold
0
– – – 2225
2013
Q3 		– Hold
0
– – – 1979
2013
Q2 		– Hold
0
– – – 3011

Other funds holding CEI

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Creative Planning's CEI Position: Q3 2024 in Review

Creative Planning sold out of Camber Energy, Inc (CEI) in Q3 2024, closing a stake of 20,955 shares — an estimated $2.46K sold.

Creative Planning first reported a position in CEI in Q3 2021 and held it in 9 quarters. The position peaked at $127K in Q3 2021. 8 funds tracked by Wall St. Rank hold CEI as of Q3 2024.

  • Creative Planning reported no remaining Camber Energy, Inc position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 20,955 Camber Energy, Inc shares in Q3 2024, an estimated $2.46K.
  • Creative Planning first reported a position in Camber Energy, Inc in Q3 2021 and held it in 9 quarters.
  • Creative Planning's Camber Energy, Inc position peaked at $127K in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Camber Energy, Inc as of Q3 2024.

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