Creative Planning
GAM

Creative Planning’s General American Investors Company GAM Stock Holding History

Creative Planning’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,714
Closed -$208K – 2382
2021
Q4 		$208K Buy
+4,714
New +$207K ﹤0.01% 1847
2021
Q1 		– Sell
-11,578
Closed -$431K – 2642
2020
Q4 		$431K Sell
11,578
-363
-3% -$12.9K ﹤0.01% 1401
2020
Q3 		$405K Sell
11,941
-3,359
-22% -$114K ﹤0.01% 1246
2020
Q2 		$487K Sell
15,300
-120
-0.8% -$3.64K ﹤0.01% 1047
2020
Q1 		$423K Buy
15,420
+84
+0.5% +$2.91K ﹤0.01% 1033
2019
Q4 		$579K Buy
15,336
+36
+0.2% +$1.33K ﹤0.01% 1036
2019
Q3 		$556K Hold
15,300
– – ﹤0.01% 1007
2019
Q2 		$543K Buy
15,300
+1,500
+11% +$51.8K ﹤0.01% 1032
2019
Q1 		$460K Sell
13,800
-927
-6% -$29.4K ﹤0.01% 1081
2018
Q4 		$419K Buy
14,727
+1,290
+10% +$42.2K ﹤0.01% 1054
2018
Q3 		$497K Sell
13,437
-173
-1% -$6.24K ﹤0.01% 1082
2018
Q2 		$467K Buy
13,610
+99
+0.7% +$3.4K ﹤0.01% 1103
2018
Q1 		$452K Hold
13,511
– – ﹤0.01% 1131
2017
Q4 		$465K Buy
13,511
+706
+6% +$24.6K ﹤0.01% 1122
2017
Q3 		$461K Buy
12,805
+500
+4% +$17.4K ﹤0.01% 1095
2017
Q2 		$423K Hold
12,305
– – ﹤0.01% 1098
2017
Q1 		$412K Hold
12,305
– – ﹤0.01% 1099
2016
Q4 		$384K Sell
12,305
-2,755
-18% -$86.4K ﹤0.01% 1056
2016
Q3 		$492K Buy
15,060
+597
+4% +$19.4K ﹤0.01% 902
2016
Q2 		$446K Buy
14,463
+3,855
+36% +$120K ﹤0.01% 834
2016
Q1 		$331K Sell
10,608
-766
-7% -$22.4K ﹤0.01% 939
2015
Q4 		$363K Buy
11,374
+409
+4% +$13.3K ﹤0.01% 902
2015
Q3 		$340K Hold
10,965
– – ﹤0.01% 908
2015
Q2 		$382K Buy
10,965
+7,308
+200% +$259K ﹤0.01% 737
2015
Q1 		$128K Buy
3,657
+2,148
+142% +$74.7K ﹤0.01% 1440
2014
Q4 		$53K Buy
1,509
+809
+116% +$28.9K ﹤0.01% 1975
2014
Q3 		$26K Hold
700
– – ﹤0.01% 2360
2014
Q2 		$26K Sell
700
-5,100
-88% -$182K ﹤0.01% 2329
2014
Q1 		$204K Buy
5,800
+186
+3% +$6.39K ﹤0.01% 988
2013
Q4 		$198K Buy
5,614
+322
+6% +$11.2K ﹤0.01% 866
2013
Q3 		$181K Hold
5,292
– – ﹤0.01% 808
2013
Q2 		$169K Buy
+5,292
New +$169K ﹤0.01% 743

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Creative Planning's GAM Position: Q1 2022 in Review

Creative Planning sold out of General American Investors Company (GAM) in Q1 2022, closing a stake of 4,714 shares — an estimated $208K sold.

Creative Planning first reported a position in GAM in Q2 2013 and held it in 32 quarters. The position peaked at $579K in Q4 2019. 79 funds tracked by Wall St. Rank hold GAM as of Q1 2022.

  • Creative Planning reported no remaining General American Investors Company position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 4,714 General American Investors Company shares in Q1 2022, an estimated $208K.
  • Creative Planning first reported a position in General American Investors Company in Q2 2013 and held it in 32 quarters.
  • Creative Planning's General American Investors Company position peaked at $579K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.