Creative Planning’s Katapult Holdings KPLT Stock Holding History

Creative Planning’s Portfolio KPLT Stock Details KPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,003	Closed	-$119K	–	2420
2022 Q1	$119K	Hold	2,003	–	–	﹤0.01%	1975
2021 Q4	$169K	Hold	2,003	–	–	﹤0.01%	1897
2021 Q3	$272K	Buy	+2,003	New	+$348K	﹤0.01%	1655

Other funds holding KPLT

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Creative Planning's KPLT Position: Q2 2022 in Review

Creative Planning sold out of Katapult Holdings (KPLT) in Q2 2022, closing a stake of 2,003 shares — an estimated $119K sold.

Creative Planning first reported a position in KPLT in Q3 2021 and held it in 3 quarters. The position peaked at $272K in Q3 2021. 49 funds tracked by Wall St. Rank hold KPLT as of Q2 2022.

Creative Planning reported no remaining Katapult Holdings position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 2,003 Katapult Holdings shares in Q2 2022, an estimated $119K.
Creative Planning first reported a position in Katapult Holdings in Q3 2021 and held it in 3 quarters.
Creative Planning's Katapult Holdings position peaked at $272K in Q3 2021.
49 funds tracked by Wall St. Rank held Katapult Holdings as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.