Creative Planning
CLDR

Creative Planning’s Cloudera, Inc. CLDR Stock Holding History

Creative Planning’s Portfolio CLDR Stock Details CLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-69,977
Closed -$852K – 2740
2021
Q1 		$852K Buy
69,977
+39,019
+126% +$583K ﹤0.01% 1127
2020
Q4 		$431K Sell
30,958
-26,592
-46% -$305K ﹤0.01% 1403
2020
Q3 		$627K Buy
57,550
+14,584
+34% +$169K ﹤0.01% 1012
2020
Q2 		$547K Sell
42,966
-82,234
-66% -$790K ﹤0.01% 989
2020
Q1 		$985K Sell
125,200
-510
-0.4% -$4.98K ﹤0.01% 657
2019
Q4 		$1.46M Buy
125,710
+510
+0.4% +$4.89K ﹤0.01% 635
2019
Q3 		$1.11M Sell
125,200
-1,800
-1% -$12.5K ﹤0.01% 707
2019
Q2 		$668K Buy
127,000
+22,000
+21% +$203K ﹤0.01% 927
2019
Q1 		$1.15M Buy
105,000
+7,100
+7% +$91.3K ﹤0.01% 673
2018
Q4 		$1.08M Buy
97,900
+47,200
+93% +$628K ﹤0.01% 640
2018
Q3 		$895K Buy
50,700
+30,500
+151% +$463K ﹤0.01% 808
2018
Q2 		$276K Buy
+20,200
New +$308K ﹤0.01% 1421

Other funds holding CLDR

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return