Creative Planning’s Health Assurance Acquisition Corp. Class A Common Stock HAAC Stock Holding History

Creative Planning’s Portfolio HAAC Stock Details HAAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14,850	Closed	-$152K	–	2710
2021 Q1	$152K	Buy	+14,850	New	+$176K	﹤0.01%	2163

Other funds holding HAAC

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

ECM

Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Creative Planning's HAAC Position: Q2 2021 in Review

Creative Planning sold out of Health Assurance Acquisition Corp. Class A Common Stock (HAAC) in Q2 2021, closing a stake of 14,850 shares — an estimated $152K sold.

Creative Planning first reported a position in HAAC in Q1 2021 and held it in 1 quarter. The position peaked at $152K in Q1 2021. 64 funds tracked by Wall St. Rank hold HAAC as of Q2 2021.

Creative Planning reported no remaining Health Assurance Acquisition Corp. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 14,850 Health Assurance Acquisition Corp. Class A Common Stock shares in Q2 2021, an estimated $152K.
Creative Planning first reported a position in Health Assurance Acquisition Corp. Class A Common Stock in Q1 2021 and held it in 1 quarter.
Creative Planning's Health Assurance Acquisition Corp. Class A Common Stock position peaked at $152K in Q1 2021.
64 funds tracked by Wall St. Rank held Health Assurance Acquisition Corp. Class A Common Stock as of Q2 2021.

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