Creative Planning’s Diversey Holdings, Ltd. Ordinary Shares DSEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-42,853
Closed -$360K – 3097
2023
Q2
$360K Buy
42,853
+1,572
+4% +$13K ﹤0.01% 1772
2023
Q1
$334K Buy
41,281
+178
+0.4% +$1.13K ﹤0.01% 1736
2022
Q4
$175K Buy
+41,103
New +$201K ﹤0.01% 2053

Creative Planning's DSEY Position: Q3 2023 in Review

Creative Planning sold out of Diversey Holdings, Ltd. Ordinary Shares (DSEY) in Q3 2023, closing a stake of 42,853 shares — an estimated $360K sold.

Creative Planning first reported a position in DSEY in Q4 2022 and held it in 3 quarters. The position peaked at $360K in Q2 2023. 0 funds tracked by Wall St. Rank hold DSEY as of Q3 2023.

  • Creative Planning reported no remaining Diversey Holdings, Ltd. Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 42,853 Diversey Holdings, Ltd. Ordinary Shares shares in Q3 2023, an estimated $360K.
  • Creative Planning first reported a position in Diversey Holdings, Ltd. Ordinary Shares in Q4 2022 and held it in 3 quarters.
  • Creative Planning's Diversey Holdings, Ltd. Ordinary Shares position peaked at $360K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Diversey Holdings, Ltd. Ordinary Shares as of Q3 2023.

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