Creative Planning
CZOO

Creative Planning’s Cazoo Group Ltd CZOO Stock Holding History

Creative Planning’s Portfolio CZOO Stock Details CZOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7
Closed -$153K – 2670
2021
Q1 		$153K Buy
+7
New +$163K ﹤0.01% 2162

Other funds holding CZOO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return

Creative Planning's CZOO Position: Q2 2021 in Review

Creative Planning sold out of Cazoo Group Ltd (CZOO) in Q2 2021, closing a stake of 7 shares — an estimated $153K sold.

Creative Planning first reported a position in CZOO in Q1 2021 and held it in 1 quarter. The position peaked at $153K in Q1 2021. 93 funds tracked by Wall St. Rank hold CZOO as of Q2 2021.

  • Creative Planning reported no remaining Cazoo Group Ltd position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 7 Cazoo Group Ltd shares in Q2 2021, an estimated $153K.
  • Creative Planning first reported a position in Cazoo Group Ltd in Q1 2021 and held it in 1 quarter.
  • Creative Planning's Cazoo Group Ltd position peaked at $153K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Cazoo Group Ltd as of Q2 2021.

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