Creative Planning’s Lazydays GORV Stock Holding History

Creative Planning’s Portfolio GORV Stock Details GORV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-634	Closed	-$339K	–	2281
2021 Q1	$339K	Buy	+634	New	+$371K	﹤0.01%	1717

Other funds holding GORV

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BCP

Berylson Capital Partners Boston, Massachusetts $41.2M AUM 0.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Creative Planning's GORV Position: Q2 2021 in Review

Creative Planning sold out of Lazydays (GORV) in Q2 2021, closing a stake of 634 shares — an estimated $339K sold.

Creative Planning first reported a position in GORV in Q1 2021 and held it in 1 quarter. The position peaked at $339K in Q1 2021. 64 funds tracked by Wall St. Rank hold GORV as of Q2 2021.

Creative Planning reported no remaining Lazydays position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 634 Lazydays shares in Q2 2021, an estimated $339K.
Creative Planning first reported a position in Lazydays in Q1 2021 and held it in 1 quarter.
Creative Planning's Lazydays position peaked at $339K in Q1 2021.
64 funds tracked by Wall St. Rank held Lazydays as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.