Creative Planning’s ProSomnus, Inc. Common Stock OSA Stock Holding History

Creative Planning’s Portfolio OSA Stock Details OSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,017	Closed	-$7.98K	–	3213
2024 Q1	$7.98K	Hold	14,017	–	–	﹤0.01%	2875
2023 Q4	$13.7K	Hold	14,017	–	–	﹤0.01%	2707
2023 Q3	$14.6K	Hold	14,017	–	–	﹤0.01%	2616
2023 Q2	$43.5K	Hold	14,017	–	–	﹤0.01%	2451
2023 Q1	$73K	Buy	+14,017	New	+$72.9K	﹤0.01%	2293

Other funds holding OSA

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Creative Planning's OSA Position: Q2 2024 in Review

Creative Planning sold out of ProSomnus, Inc. Common Stock (OSA) in Q2 2024, closing a stake of 14,017 shares — an estimated $7.98K sold.

Creative Planning first reported a position in OSA in Q1 2023 and held it in 5 quarters. The position peaked at $73K in Q1 2023. 2 funds tracked by Wall St. Rank hold OSA as of Q2 2024.

Creative Planning reported no remaining ProSomnus, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 14,017 ProSomnus, Inc. Common Stock shares in Q2 2024, an estimated $7.98K.
Creative Planning first reported a position in ProSomnus, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
Creative Planning's ProSomnus, Inc. Common Stock position peaked at $73K in Q1 2023.
2 funds tracked by Wall St. Rank held ProSomnus, Inc. Common Stock as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.