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	-4,000	Closed	-$3K	–	2536
2022 Q3	$3K	Buy	+4,000	New	+$40.1K	﹤0.01%	2270

Other funds holding GOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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.