Creative Planning’s Nuvei Corporation Subordinate Voting Shares NVEI Stock Holding History

Creative Planning’s Portfolio NVEI Stock Details NVEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,126	Closed	-$304K	–	3699
2024 Q3	$304K	Buy	9,126 +105	+1%	+$3.47K	﹤0.01%	2508
2024 Q2	$292K	Buy	9,021 +159	+2%	+$5.12K	﹤0.01%	2368
2024 Q1	$280K	Buy	8,862 +193	+2%	+$4.88K	﹤0.01%	2312
2023 Q4	$228K	Buy	+8,669	New	+$166K	﹤0.01%	2311

Other funds holding NVEI

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's NVEI Position: Q4 2024 in Review

Creative Planning sold out of Nuvei Corporation Subordinate Voting Shares (NVEI) in Q4 2024, closing a stake of 9,126 shares — an estimated $304K sold.

Creative Planning first reported a position in NVEI in Q4 2023 and held it in 4 quarters. The position peaked at $304K in Q3 2024. 2 funds tracked by Wall St. Rank hold NVEI as of Q4 2024.

Creative Planning reported no remaining Nuvei Corporation Subordinate Voting Shares position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 9,126 Nuvei Corporation Subordinate Voting Shares shares in Q4 2024, an estimated $304K.
Creative Planning first reported a position in Nuvei Corporation Subordinate Voting Shares in Q4 2023 and held it in 4 quarters.
Creative Planning's Nuvei Corporation Subordinate Voting Shares position peaked at $304K in Q3 2024.
2 funds tracked by Wall St. Rank held Nuvei Corporation Subordinate Voting Shares as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.