Creative Planning
MKFG

Creative Planning’s Markforged Holding Corporation MKFG Stock Holding History

Creative Planning’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,196
Closed -$38.7K – 3065
2023
Q2 		$38.7K Buy
+3,196
New +$30.1K ﹤0.01% 2460

Other funds holding MKFG

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Creative Planning's MKFG Position: Q3 2023 in Review

Creative Planning sold out of Markforged Holding Corporation (MKFG) in Q3 2023, closing a stake of 3,196 shares — an estimated $38.7K sold.

Creative Planning first reported a position in MKFG in Q2 2023 and held it in 1 quarter. The position peaked at $38.7K in Q2 2023. 75 funds tracked by Wall St. Rank hold MKFG as of Q3 2023.

  • Creative Planning reported no remaining Markforged Holding Corporation position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 3,196 Markforged Holding Corporation shares in Q3 2023, an estimated $38.7K.
  • Creative Planning first reported a position in Markforged Holding Corporation in Q2 2023 and held it in 1 quarter.
  • Creative Planning's Markforged Holding Corporation position peaked at $38.7K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.