Creative Planning’s FFBW, Inc. Common Stock FFBW Stock Holding History

Creative Planning’s Portfolio FFBW Stock Details FFBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,448	Closed	-$203K	–	2820
2022 Q4	$203K	Hold	17,448	–	–	﹤0.01%	2010
2022 Q3	$208K	Hold	17,448	–	–	﹤0.01%	1890
2022 Q2	$212K	Hold	17,448	–	–	﹤0.01%	1843
2022 Q1	$211K	Hold	17,448	–	–	﹤0.01%	1865
2021 Q4	$206K	Sell	17,448 -17,152	-50%	-$204K	﹤0.01%	1855
2021 Q3	$417K	Buy	34,600 +18,225	+111%	+$211K	﹤0.01%	1392
2021 Q2	$187K	Sell	16,375 -8,687	-35%	-$97.7K	﹤0.01%	1809
2021 Q1	$282K	Buy	25,062 +1,073	+4%	+$11.5K	﹤0.01%	1832
2020 Q4	$240K	Hold	23,989	–	–	﹤0.01%	1763
2020 Q3	$225K	Buy	+23,989	New	+$207K	﹤0.01%	1611

Other funds holding FFBW

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's FFBW Position: Q1 2023 in Review

Creative Planning sold out of FFBW, Inc. Common Stock (FFBW) in Q1 2023, closing a stake of 17,448 shares — an estimated $203K sold.

Creative Planning first reported a position in FFBW in Q3 2020 and held it in 10 quarters. The position peaked at $417K in Q3 2021. 3 funds tracked by Wall St. Rank hold FFBW as of Q1 2023.

Creative Planning reported no remaining FFBW, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 17,448 FFBW, Inc. Common Stock shares in Q1 2023, an estimated $203K.
Creative Planning first reported a position in FFBW, Inc. Common Stock in Q3 2020 and held it in 10 quarters.
Creative Planning's FFBW, Inc. Common Stock position peaked at $417K in Q3 2021.
3 funds tracked by Wall St. Rank held FFBW, Inc. Common Stock as of Q1 2023.

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