Creative Planning
GOEV

Creative Planning’s Canoo Inc. Class A Common Stock GOEV Stock Holding History

Creative Planning’s Portfolio GOEV Stock Details GOEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-171
Closed -$20.2K – 3033
2023
Q4 		$20.2K Buy
171
+105
+159% +$14.2K ﹤0.01% 2697
2023
Q3 		$14.9K Buy
66
+13
+25% +$3.28K ﹤0.01% 2613
2023
Q2 		$11.7K Sell
53
-3
-5% -$856 ﹤0.01% 2536
2023
Q1 		$16.9K Buy
56
+18
+47% +$7.63K ﹤0.01% 2418
2022
Q4 		$21.3K Buy
+38
New +$23.3K ﹤0.01% 2311

Other funds holding GOEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's GOEV Position: Q1 2024 in Review

Creative Planning sold out of Canoo Inc. Class A Common Stock (GOEV) in Q1 2024, closing a stake of 171 shares — an estimated $20.2K sold.

Creative Planning first reported a position in GOEV in Q4 2022 and held it in 5 quarters. The position peaked at $21.3K in Q4 2022. 65 funds tracked by Wall St. Rank hold GOEV as of Q1 2024.

  • Creative Planning reported no remaining Canoo Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 171 Canoo Inc. Class A Common Stock shares in Q1 2024, an estimated $20.2K.
  • Creative Planning first reported a position in Canoo Inc. Class A Common Stock in Q4 2022 and held it in 5 quarters.
  • Creative Planning's Canoo Inc. Class A Common Stock position peaked at $21.3K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Canoo Inc. Class A Common Stock as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.