Creative Planning
NP

Creative Planning’s Neenah, Inc. Common Stock NP Stock Holding History

Creative Planning’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-27
Closed -$2K – 2603
2022
Q1 		$2K Buy
+27
New +$1.16K ﹤0.01% 2312
2017
Q4 		– Sell
-3,376
Closed -$289K – 2031
2017
Q3 		$289K Sell
3,376
-200
-6% -$15.8K ﹤0.01% 1352
2017
Q2 		$287K Buy
3,576
+1,716
+92% +$133K ﹤0.01% 1314
2017
Q1 		$139K Sell
1,860
-60
-3% -$4.74K ﹤0.01% 1742
2016
Q4 		$164K Sell
1,920
-30
-2% -$2.49K ﹤0.01% 1523
2016
Q3 		$154K Buy
1,950
+261
+15% +$20K ﹤0.01% 1567
2016
Q2 		$122K Buy
1,689
+29
+2% +$1.95K ﹤0.01% 1545
2016
Q1 		$106K Hold
1,660
– – ﹤0.01% 1591
2015
Q4 		$104K Sell
1,660
-280
-14% -$18K ﹤0.01% 1609
2015
Q3 		$113K Buy
+1,940
New +$114K ﹤0.01% 1524
2015
Q2 		– Sell
-1,910
Closed -$119K – 3323
2015
Q1 		$119K Hold
1,910
– – ﹤0.01% 1484
2014
Q4 		$115K Hold
1,910
– – ﹤0.01% 1478
2014
Q3 		$102K Buy
1,910
+460
+32% +$24.7K ﹤0.01% 1464
2014
Q2 		$77K Buy
+1,450
New +$73.7K ﹤0.01% 1605
2014
Q1 		– Sell
-149
Closed -$6K – 3802
2013
Q4 		$6K Sell
149
-351
-70% -$14.4K ﹤0.01% 2792
2013
Q3 		$20K Buy
+500
New +$18.8K ﹤0.01% 2113

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Creative Planning's NP Position: Q2 2022 in Review

Creative Planning sold out of Neenah, Inc. Common Stock (NP) in Q2 2022, closing a stake of 27 shares — an estimated $2K sold.

Creative Planning first reported a position in NP in Q3 2013 and held it in 16 quarters. The position peaked at $289K in Q3 2017. 127 funds tracked by Wall St. Rank hold NP as of Q2 2022.

  • Creative Planning reported no remaining Neenah, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 27 Neenah, Inc. Common Stock shares in Q2 2022, an estimated $2K.
  • Creative Planning first reported a position in Neenah, Inc. Common Stock in Q3 2013 and held it in 16 quarters.
  • Creative Planning's Neenah, Inc. Common Stock position peaked at $289K in Q3 2017.
  • 127 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.