Creative Planning’s Loyalty Ventures Inc. Common Stock LYLT Stock Holding History

Creative Planning’s Portfolio LYLT Stock Details LYLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-98,894	Closed	-$238K	–	2814
2022 Q4	$238K	Buy	98,894 +37,935	+62%	+$65K	﹤0.01%	1901
2022 Q3	$74K	Buy	+60,959	New	+$158K	﹤0.01%	2077

Other funds holding LYLT

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Creative Planning's LYLT Position: Q1 2023 in Review

Creative Planning sold out of Loyalty Ventures Inc. Common Stock (LYLT) in Q1 2023, closing a stake of 98,894 shares — an estimated $238K sold.

Creative Planning first reported a position in LYLT in Q3 2022 and held it in 2 quarters. The position peaked at $238K in Q4 2022. 9 funds tracked by Wall St. Rank hold LYLT as of Q1 2023.

Creative Planning reported no remaining Loyalty Ventures Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 98,894 Loyalty Ventures Inc. Common Stock shares in Q1 2023, an estimated $238K.
Creative Planning first reported a position in Loyalty Ventures Inc. Common Stock in Q3 2022 and held it in 2 quarters.
Creative Planning's Loyalty Ventures Inc. Common Stock position peaked at $238K in Q4 2022.
9 funds tracked by Wall St. Rank held Loyalty Ventures Inc. Common Stock as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.