Creative Planning
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Creative Planning’s Ginkgo Bioworks DNA Stock Holding History

Creative Planning’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-797
Closed -$10.7K – 3228
2024
Q2 		$10.7K Sell
797
-444
-36% -$13.2K ﹤0.01% 3015
2024
Q1 		$57.6K Sell
1,241
-130
-9% -$6.73K ﹤0.01% 2771
2023
Q4 		$92.7K Sell
1,371
-178
-11% -$10.9K ﹤0.01% 2581
2023
Q3 		$112K Buy
1,549
+558
+56% +$44.6K ﹤0.01% 2377
2023
Q2 		$73.7K Buy
991
+701
+242% +$41.5K ﹤0.01% 2396
2023
Q1 		$15.4K Sell
290
-78
-21% -$4.94K ﹤0.01% 2429
2022
Q4 		$24.9K Buy
+368
New +$33.8K ﹤0.01% 2302
2021
Q4 		– Sell
-682
Closed -$316K – 2119
2021
Q3 		$316K Buy
+682
New +$332K ﹤0.01% 1559

Other funds holding DNA

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $758M AUM 124.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return