Creative Planning
MOVE icon

Creative Planning’s Corvex Inc MOVE Stock Holding History

Creative Planning’s Portfolio MOVE Stock Details MOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96
Closed -$13.8K – 2721
2022
Q4 		$13.8K Hold
96
– – ﹤0.01% 2334
2022
Q3 		$29K Hold
96
– – ﹤0.01% 2163
2022
Q2 		$25K Hold
96
– – ﹤0.01% 2119
2022
Q1 		$29K Hold
96
– – ﹤0.01% 2108
2021
Q4 		$40K Buy
+96
New +$35.2K ﹤0.01% 2009

Other funds holding MOVE

DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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 $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's MOVE Position: Q1 2023 in Review

Creative Planning sold out of Corvex Inc (MOVE) in Q1 2023, closing a stake of 96 shares — an estimated $13.8K sold.

Creative Planning first reported a position in MOVE in Q4 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 19 funds tracked by Wall St. Rank hold MOVE as of Q1 2023.

  • Creative Planning reported no remaining Corvex Inc position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 96 Corvex Inc shares in Q1 2023, an estimated $13.8K.
  • Creative Planning first reported a position in Corvex Inc in Q4 2021 and held it in 5 quarters.
  • Creative Planning's Corvex Inc position peaked at $40K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Corvex Inc as of Q1 2023.

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