Creative Planning
HLTH

Creative Planning’s Cue Health Inc. Common Stock HLTH Stock Holding History

Creative Planning’s Portfolio HLTH Stock Details HLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40,142
Closed -$128K – 2473
2022
Q2 		$128K Buy
+40,142
New +$217K ﹤0.01% 1946

Other funds holding HLTH

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
DCMIC
Decheng Capital Management III (Cayman) Grand Cayman, Cayman Islands $300M AUM 15.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's HLTH Position: Q3 2022 in Review

Creative Planning sold out of Cue Health Inc. Common Stock (HLTH) in Q3 2022, closing a stake of 40,142 shares — an estimated $128K sold.

Creative Planning first reported a position in HLTH in Q2 2022 and held it in 1 quarter. The position peaked at $128K in Q2 2022. 93 funds tracked by Wall St. Rank hold HLTH as of Q3 2022.

  • Creative Planning reported no remaining Cue Health Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 40,142 Cue Health Inc. Common Stock shares in Q3 2022, an estimated $128K.
  • Creative Planning first reported a position in Cue Health Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Creative Planning's Cue Health Inc. Common Stock position peaked at $128K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held Cue Health Inc. Common Stock as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.