Creative Planning’s Chicos FAS, Inc. CHS Stock Holding History

Creative Planning’s Portfolio CHS Stock Details CHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,000	Closed	-$1K	–	3899
2017 Q2	$1K	Buy	+3,000	New	+$34.7K	﹤0.01%	4531

Other funds holding CHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TMAM

Tokio Marine Asset Management Tokyo, Japan $3.23B AUM 37.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CHS Position: Q4 2023 in Review

Creative Planning sold out of Chicos FAS, Inc. (CHS) in Q4 2023, closing a stake of 100 shares — an estimated $748 sold.

Creative Planning first reported a position in CHS in Q2 2013 and held it in 24 quarters. The position peaked at $179K in Q4 2018. 195 funds tracked by Wall St. Rank hold CHS as of Q4 2023.

Creative Planning reported no remaining Chicos FAS, Inc. position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 100 Chicos FAS, Inc. shares in Q4 2023, an estimated $748.
Creative Planning first reported a position in Chicos FAS, Inc. in Q2 2013 and held it in 24 quarters.
Creative Planning's Chicos FAS, Inc. position peaked at $179K in Q4 2018.
195 funds tracked by Wall St. Rank held Chicos FAS, Inc. as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.