Creative Planning’s ContextLogic LOGC Stock Holding History

Creative Planning’s Portfolio LOGC Stock Details LOGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-33	Closed	-$1K	–	2236
2021 Q2	$1K	Buy	+33	New	+$11.7K	﹤0.01%	2051

Other funds holding LOGC

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

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

GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's LOGC Position: Q2 2023 in Review

Creative Planning sold out of ContextLogic (LOGC) in Q2 2023, closing a stake of 1,189 shares — an estimated $15.9K sold.

Creative Planning first reported a position in LOGC in Q2 2021 and held it in 8 quarters. The position peaked at $1.09M in Q2 2021. 93 funds tracked by Wall St. Rank hold LOGC as of Q2 2023.

Creative Planning reported no remaining ContextLogic position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 1,189 ContextLogic shares in Q2 2023, an estimated $15.9K.
Creative Planning first reported a position in ContextLogic in Q2 2021 and held it in 8 quarters.
Creative Planning's ContextLogic position peaked at $1.09M in Q2 2021.
93 funds tracked by Wall St. Rank held ContextLogic as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.