Creative Planning
CREG icon

Creative Planning’s Smart Powerr CREG Stock Holding History

Creative Planning’s Portfolio CREG Stock Details CREG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$31K – 2368
2020
Q3 		$31K Buy
+100
New +$26.5K ﹤0.01% 1950

Other funds holding CREG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's CREG Position: Q4 2020 in Review

Creative Planning sold out of Smart Powerr (CREG) in Q4 2020, closing a stake of 100 shares — an estimated $31K sold.

Creative Planning first reported a position in CREG in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 5 funds tracked by Wall St. Rank hold CREG as of Q4 2020.

  • Creative Planning reported no remaining Smart Powerr position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 100 Smart Powerr shares in Q4 2020, an estimated $31K.
  • Creative Planning first reported a position in Smart Powerr in Q3 2020 and held it in 1 quarter.
  • Creative Planning's Smart Powerr position peaked at $31K in Q3 2020.
  • 5 funds tracked by Wall St. Rank held Smart Powerr as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.