Creative Planning
FTEK icon

Creative Planning’s Fuel Tech FTEK Stock Holding History

Creative Planning’s Portfolio FTEK Stock Details FTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,250
Closed -$32.2K – 2883
2023
Q3 		$32.2K Sell
27,250
-100
-0.4% -$119 ﹤0.01% 2537
2023
Q2 		$36.2K Hold
27,350
– – ﹤0.01% 2468
2023
Q1 		$35K Hold
27,350
– – ﹤0.01% 2378
2022
Q4 		$34.9K Hold
27,350
– – ﹤0.01% 2271
2022
Q3 		$32K Buy
27,350
+3,500
+15% +$4.54K ﹤0.01% 2153
2022
Q2 		$30K Buy
23,850
+100
+0.4% +$130 ﹤0.01% 2100
2022
Q1 		$34K Buy
+23,750
New +$30.4K ﹤0.01% 2091
2017
Q3 		– Sell
-2,200
Closed -$2K – 2544
2017
Q2 		$2K Buy
2,200
+2,000
+1,000% +$1.75K ﹤0.01% 4294
2017
Q1 		$0 Hold
200
– – ﹤0.01% 4734
2016
Q4 		$0 Buy
+200
New +$254 ﹤0.01% 4684
2016
Q1 		– Sell
-600
Closed -$1K – 4391
2015
Q4 		$1K Sell
600
-100
-14% -$207 ﹤0.01% 4199
2015
Q3 		$1K Buy
+700
New +$1.42K ﹤0.01% 4088
2015
Q2 		– Sell
-1,312
Closed -$4K – 1771
2015
Q1 		$4K Hold
1,312
– – ﹤0.01% 3626
2014
Q4 		$5K Buy
1,312
+400
+44% +$1.6K ﹤0.01% 3487
2014
Q3 		$4K Sell
912
-800
-47% -$3.82K ﹤0.01% 3390
2014
Q2 		$10K Buy
1,712
+1,000
+140% +$5.62K ﹤0.01% 2865
2014
Q1 		$4K Hold
712
– – ﹤0.01% 3164
2013
Q4 		$5K Hold
712
– – ﹤0.01% 2833
2013
Q3 		$3K Hold
712
– – ﹤0.01% 2878
2013
Q2 		$3K Buy
+712
New +$2.78K ﹤0.01% 2707

Other funds holding FTEK

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Creative Planning's FTEK Position: Q4 2023 in Review

Creative Planning sold out of Fuel Tech (FTEK) in Q4 2023, closing a stake of 27,250 shares — an estimated $32.2K sold.

Creative Planning first reported a position in FTEK in Q2 2013 and held it in 20 quarters. The position peaked at $36.2K in Q2 2023. 36 funds tracked by Wall St. Rank hold FTEK as of Q4 2023.

  • Creative Planning reported no remaining Fuel Tech position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 27,250 Fuel Tech shares in Q4 2023, an estimated $32.2K.
  • Creative Planning first reported a position in Fuel Tech in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Fuel Tech position peaked at $36.2K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Fuel Tech as of Q4 2023.

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