Creative Planning
GRPN icon

Creative Planning’s Groupon GRPN Stock Holding History

Creative Planning’s Portfolio GRPN Stock Details GRPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,700
Closed -$53K – 2063
2020
Q1 		$53K Buy
2,700
+149
+6% +$5.87K ﹤0.01% 1623
2019
Q4 		$122K Sell
2,551
-869
-25% -$48.2K ﹤0.01% 1732
2019
Q3 		$182K Buy
3,420
+14
+0.4% +$823 ﹤0.01% 1630
2019
Q2 		$244K Sell
3,406
-56
-2% -$3.95K ﹤0.01% 1497
2019
Q1 		$246K Buy
3,462
+170
+5% +$12K ﹤0.01% 1452
2018
Q4 		$211K Sell
3,292
-213
-6% -$13.7K ﹤0.01% 1452
2018
Q3 		$264K Buy
3,505
+106
+3% +$9.32K ﹤0.01% 1485
2018
Q2 		$292K Buy
3,399
+111
+3% +$10.3K ﹤0.01% 1389
2018
Q1 		$285K Buy
3,288
+23
+0.7% +$2.23K ﹤0.01% 1370
2017
Q4 		$333K Buy
3,265
+80
+3% +$8.41K ﹤0.01% 1301
2017
Q3 		$331K Sell
3,185
-80
-2% -$6.61K ﹤0.01% 1272
2017
Q2 		$251K Sell
3,265
-427
-12% -$29.6K ﹤0.01% 1383
2017
Q1 		$290K Buy
3,692
+329
+10% +$25.3K ﹤0.01% 1283
2016
Q4 		$223K Sell
3,363
-59
-2% -$4.96K ﹤0.01% 1358
2016
Q3 		$352K Sell
3,422
-394
-10% -$38.4K ﹤0.01% 1087
2016
Q2 		$248K Sell
3,816
-525
-12% -$38.8K ﹤0.01% 1151
2016
Q1 		$346K Hold
4,341
– – ﹤0.01% 920
2015
Q4 		$267K Buy
4,341
+3,930
+956% +$253K ﹤0.01% 1050
2015
Q3 		$27K Buy
+411
New +$36.6K ﹤0.01% 2495
2015
Q2 		– Sell
-228
Closed -$33K – 1856
2015
Q1 		$33K Sell
228
-28
-11% -$4.29K ﹤0.01% 2303
2014
Q4 		$42K Sell
256
-798
-76% -$113K ﹤0.01% 2119
2014
Q3 		$141K Buy
1,054
+229
+28% +$29.8K ﹤0.01% 1258
2014
Q2 		$109K Buy
825
+475
+136% +$62.6K ﹤0.01% 1379
2014
Q1 		$55K Buy
350
+199
+132% +$38.6K ﹤0.01% 1737
2013
Q4 		$36K Buy
151
+20
+15% +$4.13K ﹤0.01% 1812
2013
Q3 		$29K Buy
131
+86
+191% +$17.1K ﹤0.01% 1871
2013
Q2 		$8K Buy
+45
New +$6.08K ﹤0.01% 2354

Other funds holding GRPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Creative Planning's GRPN Position: Q2 2020 in Review

Creative Planning sold out of Groupon (GRPN) in Q2 2020, closing a stake of 2,700 shares — an estimated $53K sold.

Creative Planning first reported a position in GRPN in Q2 2013 and held it in 27 quarters. The position peaked at $352K in Q3 2016. 124 funds tracked by Wall St. Rank hold GRPN as of Q2 2020.

  • Creative Planning reported no remaining Groupon position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 2,700 Groupon shares in Q2 2020, an estimated $53K.
  • Creative Planning first reported a position in Groupon in Q2 2013 and held it in 27 quarters.
  • Creative Planning's Groupon position peaked at $352K in Q3 2016.
  • 124 funds tracked by Wall St. Rank held Groupon as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.