Creative Planning’s Kirkland Lake Gold Ltd Ordinary KL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,604
| Closed | -$277K | – | 2481 |
|
|
2021
Q4 | $277K | Sell |
6,604
-1,299
| -16% | -$54.8K | ﹤0.01% | 1676 |
|
|
2021
Q3 | $329K | Sell |
7,903
-2,079
| -21% | -$84.5K | ﹤0.01% | 1537 |
|
|
2021
Q2 | $385K | Sell |
9,982
-346
| -3% | -$13.9K | ﹤0.01% | 1422 |
|
|
2021
Q1 | $349K | Sell |
10,328
-1,638
| -14% | -$60.7K | ﹤0.01% | 1693 |
|
|
2020
Q4 | $494K | Buy |
11,966
+4,541
| +61% | +$201K | ﹤0.01% | 1318 |
|
|
2020
Q3 | $362K | Buy |
7,425
+2,497
| +51% | +$125K | ﹤0.01% | 1303 |
|
|
2020
Q2 | $203K | Buy |
+4,928
| New | +$190K | ﹤0.01% | 1522 |
|
|
2020
Q1 | – | Sell |
-5,999
| Closed | -$264K | – | 2152 |
|
|
2019
Q4 | $264K | Sell |
5,999
-975
| -14% | -$43.2K | ﹤0.01% | 1481 |
|
|
2019
Q3 | $312K | Buy |
+6,974
| New | +$318K | ﹤0.01% | 1339 |
|
|
2019
Q1 | – | Sell |
-1,756
| Closed | -$46K | – | 2120 |
|
|
2018
Q4 | $46K | Buy |
+1,756
| New | +$37.2K | ﹤0.01% | 1718 |
|
Creative Planning's KL Position: Q1 2022 in Review
Creative Planning sold out of Kirkland Lake Gold Ltd Ordinary (KL) in Q1 2022, closing a stake of 6,604 shares — an estimated $277K sold.
Creative Planning first reported a position in KL in Q4 2018 and held it in 10 quarters. The position peaked at $494K in Q4 2020. 1 fund tracked by Wall St. Rank holds KL as of Q1 2022.
- Creative Planning reported no remaining Kirkland Lake Gold Ltd Ordinary position as of Q1 2022 after selling out during the quarter.
- Creative Planning sold 6,604 Kirkland Lake Gold Ltd Ordinary shares in Q1 2022, an estimated $277K.
- Creative Planning first reported a position in Kirkland Lake Gold Ltd Ordinary in Q4 2018 and held it in 10 quarters.
- Creative Planning's Kirkland Lake Gold Ltd Ordinary position peaked at $494K in Q4 2020.
- 1 fund tracked by Wall St. Rank held Kirkland Lake Gold Ltd Ordinary as of Q1 2022.
Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.