Creative Planning’s Cambium Networks CMBM Stock Holding History

Creative Planning’s Portfolio CMBM Stock Details CMBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-241	Closed	-$1.77K	–	2814
2023 Q3	$1.77K	Buy	+241	New	+$2.6K	﹤0.01%	2810
2021 Q2	–	Sell	-23,448	Closed	-$1.09M	–	2170
2021 Q1	$1.09M	Buy	+23,448	New	+$930K	﹤0.01%	978

Other funds holding CMBM

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's CMBM Position: Q4 2023 in Review

Creative Planning sold out of Cambium Networks (CMBM) in Q4 2023, closing a stake of 241 shares — an estimated $1.77K sold.

Creative Planning first reported a position in CMBM in Q1 2021 and held it in 2 quarters. The position peaked at $1.09M in Q1 2021. 80 funds tracked by Wall St. Rank hold CMBM as of Q4 2023.

Creative Planning reported no remaining Cambium Networks position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 241 Cambium Networks shares in Q4 2023, an estimated $1.77K.
Creative Planning first reported a position in Cambium Networks in Q1 2021 and held it in 2 quarters.
Creative Planning's Cambium Networks position peaked at $1.09M in Q1 2021.
80 funds tracked by Wall St. Rank held Cambium Networks as of Q4 2023.

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