Creative Planning
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Creative Planning’s Ramaco Resources Class B METCB Stock Holding History

Creative Planning’s Portfolio METCB Stock Details METCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23
Closed -$217 – 3629
2024
Q4 		$217 Buy
+23
New +$223 ﹤0.01% 3572

Other funds holding METCB

YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

Creative Planning's METCB Position: Q1 2025 in Review

Creative Planning sold out of Ramaco Resources Class B (METCB) in Q1 2025, closing a stake of 23 shares — an estimated $217 sold.

Creative Planning first reported a position in METCB in Q4 2024 and held it in 1 quarter. The position peaked at $217 in Q4 2024. 92 funds tracked by Wall St. Rank hold METCB as of Q1 2025.

  • Creative Planning reported no remaining Ramaco Resources Class B position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 23 Ramaco Resources Class B shares in Q1 2025, an estimated $217.
  • Creative Planning first reported a position in Ramaco Resources Class B in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Ramaco Resources Class B position peaked at $217 in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.