Creative Planning
DSS icon

Creative Planning’s DSS Inc DSS Stock Holding History

Creative Planning’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-584
Closed -$39K – 2212
2021
Q1 		$39K Buy
+584
New +$46.8K ﹤0.01% 2380
2017
Q3 		– Sell
-1
Closed – – 2349
2017
Q2 		$0 Hold
1
– – ﹤0.01% 4656
2017
Q1 		$1K Hold
1
– – ﹤0.01% 4423
2016
Q4 		$0 Hold
1
– – ﹤0.01% 4662
2016
Q3 		$0 Buy
+1
New +$389 ﹤0.01% 4604
2016
Q2 		– Hold
0
– – – 4380
2016
Q1 		– Hold
0
– – – 4363
2015
Q4 		– Sell
-33
Closed -$15.6K – 4434
2015
Q3 		$13K Buy
33
+5
+18% +$2.29K ﹤0.01% 3027
2015
Q2 		$17K Buy
+28
New +$18K ﹤0.01% 1074
2015
Q1 		– Hold
0
– – – 4249
2014
Q4 		– Hold
0
– – – 4191
2014
Q3 		– Hold
0
– – – 4027

Other funds holding DSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return

Creative Planning's DSS Position: Q2 2021 in Review

Creative Planning sold out of DSS Inc (DSS) in Q2 2021, closing a stake of 584 shares — an estimated $39K sold.

Creative Planning first reported a position in DSS in Q2 2015 and held it in 7 quarters. The position peaked at $39K in Q1 2021. 24 funds tracked by Wall St. Rank hold DSS as of Q2 2021.

  • Creative Planning reported no remaining DSS Inc position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 584 DSS Inc shares in Q2 2021, an estimated $39K.
  • Creative Planning first reported a position in DSS Inc in Q2 2015 and held it in 7 quarters.
  • Creative Planning's DSS Inc position peaked at $39K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held DSS Inc as of Q2 2021.

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