Creative Planning’s Loop Industries LOOP Stock Holding History

Creative Planning’s Portfolio LOOP Stock Details LOOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-821,367	Closed	-$6.58M	–	2361
2021 Q1	$6.58M	Sell	821,367 -726,881	-47%	-$6.94M	0.01%	350
2020 Q4	$12.8M	Sell	1,548,248 -6,323	-0.4%	-$52.4K	0.03%	217
2020 Q3	$21.2M	Sell	1,554,571 -950	-0.1%	-$10.2K	0.06%	133
2020 Q2	$14M	Sell	1,555,521 -21,597	-1%	-$186K	0.04%	158
2020 Q1	$11.5M	Sell	1,577,118 -62,597	-4%	-$583K	0.04%	153
2019 Q4	$16.2M	Sell	1,639,715 -750	-0%	-$8.07K	0.05%	139
2019 Q3	$21M	Buy	1,640,465 +769,895	+88%	+$10.5M	0.07%	111
2019 Q2	$8.61M	Buy	870,570 +3,000	+0.3%	+$23.4K	0.03%	202
2019 Q1	$6.87M	Buy	867,570 +35,000	+4%	+$335K	0.02%	217
2018 Q4	$6.47M	Buy	832,570 +369,570	+80%	+$3.15M	0.03%	204
2018 Q3	$4.65M	Buy	463,000 +57,666	+14%	+$569K	0.02%	285
2018 Q2	$4.41M	Buy	+405,334	New	+$4.97M	0.02%	279

Other funds holding LOOP

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Handelsinvest Investeringsforvaltning Herning, Denmark $208M AUM 35.27% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

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

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

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's LOOP Position: Q2 2021 in Review

Creative Planning sold out of Loop Industries (LOOP) in Q2 2021, closing a stake of 821,367 shares — an estimated $6.58M sold.

Creative Planning first reported a position in LOOP in Q2 2018 and held it in 12 quarters. The position peaked at $21.2M in Q3 2020. 43 funds tracked by Wall St. Rank hold LOOP as of Q2 2021.

Creative Planning reported no remaining Loop Industries position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 821,367 Loop Industries shares in Q2 2021, an estimated $6.58M.
Creative Planning first reported a position in Loop Industries in Q2 2018 and held it in 12 quarters.
Creative Planning's Loop Industries position peaked at $21.2M in Q3 2020.
43 funds tracked by Wall St. Rank held Loop Industries as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.