Creative Planning’s Desktop Metal, Inc. DM Stock Holding History

Creative Planning’s Portfolio DM Stock Details DM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-840	Closed	-$125K	–	2640
2021 Q1	$125K	Buy	+840	New	+$185K	﹤0.01%	2205

Other funds holding DM

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

KXA

KPCB XVI Associates Menlo Park, California $225M AUM 26.26% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

XEA

XN Exponent Advisors New York $2.09B AUM 32.83% 1-Year Est. Return

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

Creative Planning's DM Position: Q2 2021 in Review

Creative Planning sold out of Desktop Metal, Inc. (DM) in Q2 2021, closing a stake of 840 shares — an estimated $125K sold.

Creative Planning first reported a position in DM in Q1 2021 and held it in 1 quarter. The position peaked at $125K in Q1 2021. 207 funds tracked by Wall St. Rank hold DM as of Q2 2021.

Creative Planning reported no remaining Desktop Metal, Inc. position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 840 Desktop Metal, Inc. shares in Q2 2021, an estimated $125K.
Creative Planning first reported a position in Desktop Metal, Inc. in Q1 2021 and held it in 1 quarter.
Creative Planning's Desktop Metal, Inc. position peaked at $125K in Q1 2021.
207 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2021.

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