Creative Planning’s Cingulate CING Stock Holding History

Creative Planning’s Portfolio CING Stock Details CING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-45	Closed	-$7.74K	–	2812
2023 Q3	$7.74K	Hold	45	–	–	﹤0.01%	2678
2023 Q2	$10.2K	Hold	45	–	–	﹤0.01%	2543
2023 Q1	$10.8K	Hold	45	–	–	﹤0.01%	2461
2022 Q4	$10.9K	Buy	+45	New	+$11.1K	﹤0.01%	2349
2022 Q3	–	Sell	-98	Closed	-$34K	–	2342
2022 Q2	$34K	Buy	+98	New	+$33.8K	﹤0.01%	2092

Other funds holding CING

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's CING Position: Q4 2023 in Review

Creative Planning sold out of Cingulate (CING) in Q4 2023, closing a stake of 45 shares — an estimated $7.74K sold.

Creative Planning first reported a position in CING in Q2 2022 and held it in 5 quarters. The position peaked at $34K in Q2 2022. 4 funds tracked by Wall St. Rank hold CING as of Q4 2023.

Creative Planning reported no remaining Cingulate position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 45 Cingulate shares in Q4 2023, an estimated $7.74K.
Creative Planning first reported a position in Cingulate in Q2 2022 and held it in 5 quarters.
Creative Planning's Cingulate position peaked at $34K in Q2 2022.
4 funds tracked by Wall St. Rank held Cingulate as of Q4 2023.

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