Creative Planning’s Knightscope KSCP Stock Holding History

Creative Planning’s Portfolio KSCP Stock Details KSCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-252	Closed	-$3.87K	–	3263
2024 Q2	$3.87K	Buy	+252	New	+$5.04K	﹤0.01%	3036
2023 Q3	–	Sell	-630	Closed	-$16.7K	–	2976
2023 Q2	$16.7K	Buy	630 +194	+44%	+$5.13K	﹤0.01%	2515
2023 Q1	$19.4K	Buy	+436	New	+$28.7K	﹤0.01%	2409

Other funds holding KSCP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Creative Planning's KSCP Position: Q3 2024 in Review

Creative Planning sold out of Knightscope (KSCP) in Q3 2024, closing a stake of 252 shares — an estimated $3.87K sold.

Creative Planning first reported a position in KSCP in Q1 2023 and held it in 3 quarters. The position peaked at $19.4K in Q1 2023. 23 funds tracked by Wall St. Rank hold KSCP as of Q3 2024.

Creative Planning reported no remaining Knightscope position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 252 Knightscope shares in Q3 2024, an estimated $3.87K.
Creative Planning first reported a position in Knightscope in Q1 2023 and held it in 3 quarters.
Creative Planning's Knightscope position peaked at $19.4K in Q1 2023.
23 funds tracked by Wall St. Rank held Knightscope as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.