Creative Planning’s CuriosityStream CURI Stock Holding History

Creative Planning’s Portfolio CURI Stock Details CURI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,565	Closed	-$130K	–	2190
2021 Q1	$130K	Buy	+9,565	New	+$166K	﹤0.01%	2194

Other funds holding CURI

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's CURI Position: Q2 2021 in Review

Creative Planning sold out of CuriosityStream (CURI) in Q2 2021, closing a stake of 9,565 shares — an estimated $130K sold.

Creative Planning first reported a position in CURI in Q1 2021 and held it in 1 quarter. The position peaked at $130K in Q1 2021. 95 funds tracked by Wall St. Rank hold CURI as of Q2 2021.

Creative Planning reported no remaining CuriosityStream position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 9,565 CuriosityStream shares in Q2 2021, an estimated $130K.
Creative Planning first reported a position in CuriosityStream in Q1 2021 and held it in 1 quarter.
Creative Planning's CuriosityStream position peaked at $130K in Q1 2021.
95 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.