Creative Planning
MNTS icon

Creative Planning’s Momentus MNTS Stock Holding History

Creative Planning’s Portfolio MNTS Stock Details MNTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$4 – 2955
2023
Q3 		– Hold
0
– – – 2901
2021
Q2 		– Sell
-2
Closed -$250K – 2381
2021
Q1 		$250K Buy
+2
New +$480K ﹤0.01% 1914

Other funds holding MNTS

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
OCM
Once Capital Management New York $374M AUM 78.4% 1-Year Est. Return

Creative Planning's MNTS Position: Q4 2023 in Review

Creative Planning held its Momentus (MNTS) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Creative Planning first reported a position in MNTS in Q1 2021 and has held it in 1 quarter since. The position peaked at $250K in Q1 2021. 16 funds tracked by Wall St. Rank hold MNTS as of Q4 2023.

  • Creative Planning held 0 shares of Momentus worth $0 as of Q4 2023.
  • Creative Planning left its Momentus share count unchanged in Q4 2023.
  • Momentus made up ﹤0.01% of Creative Planning's portfolio in Q4 2023, its #2955 holding.
  • Creative Planning first reported a position in Momentus in Q1 2021 and has held it in 1 quarter since.
  • Creative Planning's Momentus position peaked at $250K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Momentus as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.