Creative Planning
DS

Creative Planning’s Drive Shack Inc. DS Stock Holding History

Creative Planning’s Portfolio DS Stock Details DS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,882
Closed -$1.82K – 2832
2022
Q4 		$1.82K Hold
10,882
– – ﹤0.01% 2433
2022
Q3 		$7K Buy
10,882
+760
+8% +$908 ﹤0.01% 2254
2022
Q2 		$14K Buy
+10,122
New +$14.4K ﹤0.01% 2173
2021
Q4 		– Sell
-16,196
Closed -$46K – 2250
2021
Q3 		$46K Buy
16,196
+4,723
+41% +$12.7K ﹤0.01% 2002
2021
Q2 		$38K Buy
+11,473
New +$36.7K ﹤0.01% 1959
2017
Q3 		– Sell
-6,667
Closed -$21K – 3983
2017
Q2 		$21K Sell
6,667
-1,521
-19% -$5.49K ﹤0.01% 3166
2017
Q1 		$34K Sell
8,188
-13,461
-62% -$56K ﹤0.01% 2758
2016
Q4 		$88K Buy
21,649
+6,903
+47% +$30.5K ﹤0.01% 1959
2016
Q3 		$67K Buy
14,746
+5
+0% +$23 ﹤0.01% 2144
2016
Q2 		$68K Sell
14,741
-11
-0.1% -$49 ﹤0.01% 1934
2016
Q1 		$64K Buy
14,752
+55
+0.4% +$200 ﹤0.01% 1926
2015
Q4 		$60K Buy
14,697
+5
+0% +$22 ﹤0.01% 1975
2015
Q3 		$65K Sell
14,692
-77
-0.5% -$368 ﹤0.01% 1863
2015
Q2 		$65K Buy
14,769
+4
+0% +$20 ﹤0.01% 1016
2015
Q1 		$72K Sell
14,765
-712
-5% -$3.25K ﹤0.01% 1767
2014
Q4 		$69K Sell
15,477
-71,591
-82% -$329K ﹤0.01% 1785
2014
Q3 		$396K Buy
+87,068
New +$424K ﹤0.01% 748
2014
Q2 		– Sell
-86,139
Closed -$436K – 4014
2014
Q1 		$436K Sell
86,139
-12,104
-12% -$62K 0.01% 682
2013
Q4 		$510K Buy
98,243
+85,875
+694% +$432K 0.01% 514
2013
Q3 		$63K Buy
12,368
+3,466
+39% +$17.5K ﹤0.01% 1386
2013
Q2 		$42K Buy
+8,902
New +$42.6K ﹤0.01% 1475

Other funds holding DS

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Creative Planning's DS Position: Q1 2023 in Review

Creative Planning sold out of Drive Shack Inc. (DS) in Q1 2023, closing a stake of 10,882 shares — an estimated $1.82K sold.

Creative Planning first reported a position in DS in Q2 2013 and held it in 21 quarters. The position peaked at $510K in Q4 2013. 6 funds tracked by Wall St. Rank hold DS as of Q1 2023.

  • Creative Planning reported no remaining Drive Shack Inc. position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 10,882 Drive Shack Inc. shares in Q1 2023, an estimated $1.82K.
  • Creative Planning first reported a position in Drive Shack Inc. in Q2 2013 and held it in 21 quarters.
  • Creative Planning's Drive Shack Inc. position peaked at $510K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held Drive Shack Inc. as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.