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
2021 Q2	–	Sell	-50	Closed	-$2K	–	2521
2021 Q1	$2K	Buy	+50	New	+$28.7K	﹤0.01%	2566

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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 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.