Creative Planning’s Edgio, Inc. Common Stock EGIO Stock Holding History

Creative Planning’s Portfolio EGIO Stock Details EGIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-388	Closed	-$13.2K	–	3129
2023 Q3	$13.2K	Buy	+388	New	+$12.1K	﹤0.01%	2625
2021 Q3	–	Sell	-425	Closed	-$54K	–	2239
2021 Q2	$54K	Sell	425 -238	-36%	-$31.4K	﹤0.01%	1934
2021 Q1	$95K	Buy	+663	New	+$104K	﹤0.01%	2257
2017 Q4	–	Sell	-643	Closed	-$102K	–	2019
2017 Q3	$102K	Buy	643 +5	+0.8%	+$703	﹤0.01%	1715
2017 Q2	$74K	Sell	638 -225	-26%	-$26.1K	﹤0.01%	2207
2017 Q1	$89K	Hold	863	–	–	﹤0.01%	2034
2016 Q4	$87K	Sell	863 -132	-13%	-$11.2K	﹤0.01%	1963
2016 Q3	$74K	Buy	+995	New	+$67.2K	﹤0.01%	2065
2016 Q2	–	Sell	-13	Closed	-$1K	–	4560
2016 Q1	$1K	Buy	+13	New	+$742	﹤0.01%	4193
2015 Q4	–	Sell	-50	Closed	-$4K	–	4618
2015 Q3	$4K	Buy	+50	New	+$6.12K	﹤0.01%	3742
2015 Q2	–	Sell	-25	Closed	-$4K	–	3148
2015 Q1	$4K	Buy	+25	New	+$3.17K	﹤0.01%	3667
2014 Q2	–	Hold	0	–	–	–	3995
2014 Q1	–	Hold	0	–	–	–	3784
2013 Q4	–	Hold	0	–	–	–	3501

Other funds holding EGIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's EGIO Position: Q4 2023 in Review

Creative Planning sold out of Edgio, Inc. Common Stock (EGIO) in Q4 2023, closing a stake of 388 shares — an estimated $13.2K sold.

Creative Planning first reported a position in EGIO in Q1 2015 and held it in 11 quarters. The position peaked at $102K in Q3 2017. 100 funds tracked by Wall St. Rank hold EGIO as of Q4 2023.

Creative Planning reported no remaining Edgio, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 388 Edgio, Inc. Common Stock shares in Q4 2023, an estimated $13.2K.
Creative Planning first reported a position in Edgio, Inc. Common Stock in Q1 2015 and held it in 11 quarters.
Creative Planning's Edgio, Inc. Common Stock position peaked at $102K in Q3 2017.
100 funds tracked by Wall St. Rank held Edgio, Inc. Common Stock as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.