Creative Planning
DRTT

Creative Planning’s DIRTT Environmental Solutions Ltd. Common Shares DRTT Stock Holding History

Creative Planning’s Portfolio DRTT Stock Details DRTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,502
Closed -$6.89K – 3080
2023
Q2 		$6.89K Hold
25,502
– – ﹤0.01% 2557
2023
Q1 		$13.6K Hold
25,502
– – ﹤0.01% 2442
2022
Q4 		$13.5K Hold
25,502
– – ﹤0.01% 2337
2022
Q3 		$11K Buy
+25,502
New +$19.6K ﹤0.01% 2227
2022
Q2 		– Sell
-15,900
Closed -$22K – 2585
2022
Q1 		$22K Hold
15,900
– – ﹤0.01% 2130
2021
Q4 		$35K Sell
15,900
-9,000
-36% -$23.1K ﹤0.01% 2019
2021
Q3 		$77K Buy
24,900
+14,900
+149% +$58.3K ﹤0.01% 1971
2021
Q2 		$43K Buy
+10,000
New +$34.4K ﹤0.01% 1951
2020
Q4 		– Sell
-14,900
Closed -$24K – 2492
2020
Q3 		$24K Sell
14,900
-31,700
-68% -$47.5K ﹤0.01% 1967
2020
Q2 		$56K Sell
46,600
-13,700
-23% -$16.5K ﹤0.01% 1754
2020
Q1 		$62K Buy
60,300
+14,900
+33% +$34.2K ﹤0.01% 1606
2019
Q4 		$150K Buy
+45,400
New +$169K ﹤0.01% 1699

Other funds holding DRTT

MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
MWA
Miller Wealth Advisors Ridgeway, Colorado $260M AUM 45.1% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Creative Planning's DRTT Position: Q3 2023 in Review

Creative Planning sold out of DIRTT Environmental Solutions Ltd. Common Shares (DRTT) in Q3 2023, closing a stake of 25,502 shares — an estimated $6.89K sold.

Creative Planning first reported a position in DRTT in Q4 2019 and held it in 12 quarters. The position peaked at $150K in Q4 2019. 4 funds tracked by Wall St. Rank hold DRTT as of Q3 2023.

  • Creative Planning reported no remaining DIRTT Environmental Solutions Ltd. Common Shares position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 25,502 DIRTT Environmental Solutions Ltd. Common Shares shares in Q3 2023, an estimated $6.89K.
  • Creative Planning first reported a position in DIRTT Environmental Solutions Ltd. Common Shares in Q4 2019 and held it in 12 quarters.
  • Creative Planning's DIRTT Environmental Solutions Ltd. Common Shares position peaked at $150K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held DIRTT Environmental Solutions Ltd. Common Shares as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.