Creative Planning
GOCO

Creative Planning’s GoHealth GOCO Stock Holding History

Creative Planning’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,324
Closed -$12K – 2535
2022
Q3 		$12K Hold
2,324
– – ﹤0.01% 2214
2022
Q2 		$21K Buy
2,324
+91
+4% +$1.06K ﹤0.01% 2135
2022
Q1 		$40K Buy
2,233
+1,117
+100% +$34.8K ﹤0.01% 2080
2021
Q4 		$63K Buy
1,116
+426
+62% +$28.4K ﹤0.01% 1983
2021
Q3 		$52K Buy
+690
New +$73K ﹤0.01% 1991

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's GOCO Position: Q4 2022 in Review

Creative Planning sold out of GoHealth (GOCO) in Q4 2022, closing a stake of 2,324 shares — an estimated $12K sold.

Creative Planning first reported a position in GOCO in Q3 2021 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 35 funds tracked by Wall St. Rank hold GOCO as of Q4 2022.

  • Creative Planning reported no remaining GoHealth position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 2,324 GoHealth shares in Q4 2022, an estimated $12K.
  • Creative Planning first reported a position in GoHealth in Q3 2021 and held it in 5 quarters.
  • Creative Planning's GoHealth position peaked at $63K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held GoHealth as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.