Creative Planning
DGXX

Creative Planning’s Digi Power X Inc DGXX Stock Holding History

Creative Planning’s Portfolio DGXX Stock Details DGXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-166
Closed -$176 – 3119
2023
Q3 		$176 Buy
+166
New +$245 ﹤0.01% 2872
2022
Q2 		– Sell
-166
Closed -$1K – 2571
2022
Q1 		$1K Buy
+166
New +$585 ﹤0.01% 2341

Other funds holding DGXX

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $49.1M AUM 31.82% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's DGXX Position: Q4 2023 in Review

Creative Planning sold out of Digi Power X Inc (DGXX) in Q4 2023, closing a stake of 166 shares — an estimated $176 sold.

Creative Planning first reported a position in DGXX in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 14 funds tracked by Wall St. Rank hold DGXX as of Q4 2023.

  • Creative Planning reported no remaining Digi Power X Inc position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 166 Digi Power X Inc shares in Q4 2023, an estimated $176.
  • Creative Planning first reported a position in Digi Power X Inc in Q1 2022 and held it in 2 quarters.
  • Creative Planning's Digi Power X Inc position peaked at $1K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Digi Power X Inc as of Q4 2023.

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