Creative Planning
GOGL

Creative Planning’s Golden Ocean Group GOGL Stock Holding History

Creative Planning’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,618
Closed -$57K – 2537
2022
Q3 		$57K Buy
+7,618
New +$76.3K ﹤0.01% 2112
2017
Q3 		– Sell
-120
Closed -$1K – 2627
2017
Q2 		$1K Sell
120
-200
-63% -$1.36K ﹤0.01% 4438
2017
Q1 		$2K Sell
320
-200
-38% -$1.25K ﹤0.01% 4278
2016
Q4 		$2K Hold
520
– – ﹤0.01% 4262
2016
Q3 		$2K Hold
520
– – ﹤0.01% 4220
2016
Q2 		$2K Buy
520
+281
+118% +$1.06K ﹤0.01% 4009
2016
Q1 		$1K Buy
239
+154
+181% +$527 ﹤0.01% 4118
2015
Q4 		$0 Sell
85
-500
-85% -$4.54K ﹤0.01% 4470
2015
Q3 		$7K Buy
+585
New +$10K ﹤0.01% 3430

Other funds holding GOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's GOGL Position: Q4 2022 in Review

Creative Planning sold out of Golden Ocean Group (GOGL) in Q4 2022, closing a stake of 7,618 shares — an estimated $57K sold.

Creative Planning first reported a position in GOGL in Q3 2015 and held it in 9 quarters. The position peaked at $57K in Q3 2022. 166 funds tracked by Wall St. Rank hold GOGL as of Q4 2022.

  • Creative Planning reported no remaining Golden Ocean Group position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 7,618 Golden Ocean Group shares in Q4 2022, an estimated $57K.
  • Creative Planning first reported a position in Golden Ocean Group in Q3 2015 and held it in 9 quarters.
  • Creative Planning's Golden Ocean Group position peaked at $57K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2022.

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