Creative Planning’s Friedman Industries FRD Stock Holding History

Creative Planning’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-76	Closed	-$744	–	2694
2022 Q4	$744	Buy	+76	New	+$687	﹤0.01%	2448
2017 Q3	–	Sell	-1,000	Closed	-$6K	–	2537
2017 Q2	$6K	Hold	1,000	–	–	﹤0.01%	3900
2017 Q1	$6K	Hold	1,000	–	–	﹤0.01%	3865
2016 Q4	$7K	Hold	1,000	–	–	﹤0.01%	3761
2016 Q3	$5K	Sell	1,000 -3,016	-75%	-$17K	﹤0.01%	3867
2016 Q2	$23K	Buy	4,016 +5	+0.1%	+$30	﹤0.01%	2693
2016 Q1	$22K	Buy	4,011 +6	+0.1%	+$31	﹤0.01%	2689
2015 Q4	$22K	Buy	4,005 +5	+0.1%	+$30	﹤0.01%	2770
2015 Q3	$24K	Buy	+4,000	New	+$24.1K	﹤0.01%	2586
2015 Q2	–	Sell	-1,000	Closed	-$6K	–	1763
2015 Q1	$6K	Hold	1,000	–	–	﹤0.01%	3458
2014 Q4	$7K	Hold	1,000	–	–	﹤0.01%	3306
2014 Q3	$8K	Hold	1,000	–	–	﹤0.01%	3061
2014 Q2	$8K	Buy	+1,000	New	+$8.35K	﹤0.01%	2984

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Creative Planning's FRD Position: Q1 2023 in Review

Creative Planning sold out of Friedman Industries (FRD) in Q1 2023, closing a stake of 76 shares — an estimated $744 sold.

Creative Planning first reported a position in FRD in Q2 2014 and held it in 13 quarters. The position peaked at $24K in Q3 2015. 23 funds tracked by Wall St. Rank hold FRD as of Q1 2023.

Creative Planning reported no remaining Friedman Industries position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 76 Friedman Industries shares in Q1 2023, an estimated $744.
Creative Planning first reported a position in Friedman Industries in Q2 2014 and held it in 13 quarters.
Creative Planning's Friedman Industries position peaked at $24K in Q3 2015.
23 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2023.

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