Creative Planning’s ChronoScale Holdings CHRN Stock Holding History

Creative Planning’s Portfolio CHRN Stock Details CHRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,668	Closed	-$72K	–	2360
2022 Q1	$72K	Buy	+1,668	New	+$65.3K	﹤0.01%	2020
2020 Q1	–	Sell	-148	Closed	-$13K	–	1926
2019 Q4	$13K	Buy	+148	New	+$18.3K	﹤0.01%	1896
2017 Q3	–	Sell	-32	Closed	-$17K	–	2393
2017 Q2	$17K	Buy	32 +5	+19%	+$2.45K	﹤0.01%	3270
2017 Q1	$25K	Buy	27 +3	+13%	+$2.56K	﹤0.01%	2969
2016 Q4	$22K	Buy	24 +1	+4%	+$1.05K	﹤0.01%	3006
2016 Q3	$25K	Buy	+23	New	+$20.4K	﹤0.01%	2893

Other funds holding CHRN

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

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

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

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

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Creative Planning's CHRN Position: Q2 2022 in Review

Creative Planning sold out of ChronoScale Holdings (CHRN) in Q2 2022, closing a stake of 1,668 shares — an estimated $72K sold.

Creative Planning first reported a position in CHRN in Q3 2016 and held it in 6 quarters. The position peaked at $72K in Q1 2022. 34 funds tracked by Wall St. Rank hold CHRN as of Q2 2022.

Creative Planning reported no remaining ChronoScale Holdings position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 1,668 ChronoScale Holdings shares in Q2 2022, an estimated $72K.
Creative Planning first reported a position in ChronoScale Holdings in Q3 2016 and held it in 6 quarters.
Creative Planning's ChronoScale Holdings position peaked at $72K in Q1 2022.
34 funds tracked by Wall St. Rank held ChronoScale Holdings as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.