Creative Planning’s ReWalk Robotics LFWD Stock Holding History

Creative Planning’s Portfolio LFWD Stock Details LFWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-144	Closed	-$9.38K	–	3020
2023 Q4	$9.38K	Hold	144	–	–	﹤0.01%	2720
2023 Q3	$9.17K	Hold	144	–	–	﹤0.01%	2661
2023 Q2	$7.24K	Buy	+144	New	+$7.5K	﹤0.01%	2555
2023 Q1	–	Sell	-144	Closed	-$9.17K	–	2796
2022 Q4	$9.17K	Sell	144 -29	-17%	-$2.12K	﹤0.01%	2359
2022 Q3	$13K	Hold	173	–	–	﹤0.01%	2210
2022 Q2	$14K	Buy	+173	New	+$14.7K	﹤0.01%	2172
2017 Q2	–	Hold	0	–	–	–	4864
2017 Q1	–	Hold	0	–	–	–	4941
2016 Q4	–	Hold	0	–	–	–	4878
2016 Q3	–	Hold	0	–	–	–	4760
2016 Q2	–	Hold	0	–	–	–	4551
2016 Q1	–	Hold	0	–	–	–	4562
2015 Q4	–	Hold	0	–	–	–	4264
2015 Q3	–	Hold	0	–	–	–	4368
2015 Q2	–	Hold	0	–	-$9K	–	3085
2015 Q1	–	Hold	0	–	–	–	3275
2014 Q4	–	Hold	0	–	–	–	3255
2014 Q3	–	Hold	0	–	–	–	2856

Other funds holding LFWD

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Creative Planning's LFWD Position: Q1 2024 in Review

Creative Planning sold out of ReWalk Robotics (LFWD) in Q1 2024, closing a stake of 144 shares — an estimated $9.38K sold.

Creative Planning first reported a position in LFWD in Q2 2022 and held it in 6 quarters. The position peaked at $14K in Q2 2022. 14 funds tracked by Wall St. Rank hold LFWD as of Q1 2024.

Creative Planning reported no remaining ReWalk Robotics position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 144 ReWalk Robotics shares in Q1 2024, an estimated $9.38K.
Creative Planning first reported a position in ReWalk Robotics in Q2 2022 and held it in 6 quarters.
Creative Planning's ReWalk Robotics position peaked at $14K in Q2 2022.
14 funds tracked by Wall St. Rank held ReWalk Robotics as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.