Creative Planning
FIRY

Creative Planning’s Firy Inc FIRY Stock Holding History

Creative Planning’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,741
Closed -$44.4K – 2803
2023
Q1 		$44.4K Sell
3,741
-82
-2% -$1.09K ﹤0.01% 2362
2022
Q4 		$38.7K Sell
3,823
-3,000
-44% -$55.1K ﹤0.01% 2259
2022
Q3 		$139K Buy
6,823
+12
+0.2% +$338 ﹤0.01% 1984
2022
Q2 		$169K Sell
6,811
-308
-4% -$12K ﹤0.01% 1904
2022
Q1 		$427K Buy
7,119
+1,199
+20% +$97.8K ﹤0.01% 1414
2021
Q4 		$881K Buy
5,920
+668
+13% +$128K ﹤0.01% 1009
2021
Q3 		$1.03M Buy
5,252
+817
+18% +$211K ﹤0.01% 934
2021
Q2 		$1.93M Buy
4,435
+1,467
+49% +$524K ﹤0.01% 697
2021
Q1 		$1.13M Buy
+2,968
New +$1.71M ﹤0.01% 963

Other funds holding FIRY

AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Creative Planning's FIRY Position: Q2 2023 in Review

Creative Planning sold out of Firy Inc (FIRY) in Q2 2023, closing a stake of 3,741 shares — an estimated $44.4K sold.

Creative Planning first reported a position in FIRY in Q1 2021 and held it in 9 quarters. The position peaked at $1.93M in Q2 2021. 103 funds tracked by Wall St. Rank hold FIRY as of Q2 2023.

  • Creative Planning reported no remaining Firy Inc position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 3,741 Firy Inc shares in Q2 2023, an estimated $44.4K.
  • Creative Planning first reported a position in Firy Inc in Q1 2021 and held it in 9 quarters.
  • Creative Planning's Firy Inc position peaked at $1.93M in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Firy Inc as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.