Creative Planning
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Creative Planning’s Diana Shipping DSX Stock Holding History

Creative Planning’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,233
Closed -$46.9K – 3103
2024
Q1 		$46.9K Buy
+16,233
New +$48.4K ﹤0.01% 2788
2017
Q3 		– Sell
-3,147
Closed -$9K – 2350
2017
Q2 		$9K Sell
3,147
-3,432
-52% -$9.98K ﹤0.01% 3681
2017
Q1 		$21K Sell
6,579
-72
-1% -$203 ﹤0.01% 3093
2016
Q4 		$14K Sell
6,651
-8,010
-55% -$16.4K ﹤0.01% 3306
2016
Q3 		$27K Sell
14,661
-2,288
-13% -$4.2K ﹤0.01% 2829
2016
Q2 		$29K Buy
16,949
+8,582
+103% +$16K ﹤0.01% 2513
2016
Q1 		$16K Sell
8,367
-1,431
-15% -$2.63K ﹤0.01% 2910
2015
Q4 		$30K Buy
9,798
+4,419
+82% +$16.8K ﹤0.01% 2522
2015
Q3 		$24K Buy
+5,379
New +$26.5K ﹤0.01% 2580
2015
Q2 		– Sell
-6,926
Closed -$30K – 1576
2015
Q1 		$30K Buy
6,926
+1,145
+20% +$5.35K ﹤0.01% 2402
2014
Q4 		$27K Sell
5,781
-10,370
-64% -$56K ﹤0.01% 2434
2014
Q3 		$101K Hold
16,151
– – ﹤0.01% 1469
2014
Q2 		$123K Sell
16,151
-1,144
-7% -$9.11K ﹤0.01% 1306
2014
Q1 		$145K Buy
17,295
+715
+4% +$6.27K ﹤0.01% 1164
2013
Q4 		$154K Buy
16,580
+7,974
+93% +$66.4K ﹤0.01% 979
2013
Q3 		$73K Buy
8,606
+965
+13% +$7.4K ﹤0.01% 1306
2013
Q2 		$54K Buy
+7,641
New +$52.2K ﹤0.01% 1339

Other funds holding DSX

HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Creative Planning's DSX Position: Q2 2024 in Review

Creative Planning sold out of Diana Shipping (DSX) in Q2 2024, closing a stake of 16,233 shares — an estimated $46.9K sold.

Creative Planning first reported a position in DSX in Q2 2013 and held it in 17 quarters. The position peaked at $154K in Q4 2013. 71 funds tracked by Wall St. Rank hold DSX as of Q2 2024.

  • Creative Planning reported no remaining Diana Shipping position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 16,233 Diana Shipping shares in Q2 2024, an estimated $46.9K.
  • Creative Planning first reported a position in Diana Shipping in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Diana Shipping position peaked at $154K in Q4 2013.
  • 71 funds tracked by Wall St. Rank held Diana Shipping as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.