Creative Planning’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

Creative Planning’s Portfolio KNBE Stock Details KNBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,637	Closed	-$239K	–	2823
2022 Q4	$239K	Sell	9,637 -27,095	-74%	-$660K	﹤0.01%	1897
2022 Q3	$764K	Sell	36,732 -335	-0.9%	-$6.17K	﹤0.01%	1090
2022 Q2	$579K	Sell	37,067 -2,200	-6%	-$43K	﹤0.01%	1239
2022 Q1	$904K	Buy	39,267 +29,880	+318%	+$641K	﹤0.01%	1037
2021 Q4	$215K	Buy	+9,387	New	+$220K	﹤0.01%	1830

Other funds holding KNBE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's KNBE Position: Q1 2023 in Review

Creative Planning sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q1 2023, closing a stake of 9,637 shares — an estimated $239K sold.

Creative Planning first reported a position in KNBE in Q4 2021 and held it in 5 quarters. The position peaked at $904K in Q1 2022. 1 fund tracked by Wall St. Rank holds KNBE as of Q1 2023.

Creative Planning reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 9,637 KnowBe4, Inc. Class A Common Stock shares in Q1 2023, an estimated $239K.
Creative Planning first reported a position in KnowBe4, Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Creative Planning's KnowBe4, Inc. Class A Common Stock position peaked at $904K in Q1 2022.
1 fund tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.