Creative Planning’s Profire Energy, Inc PFIE Stock Holding History

Creative Planning’s Portfolio PFIE Stock Details PFIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-35,240	Closed	-$98K	–	3125
2023 Q3	$98K	Buy	+35,240	New	+$71.5K	﹤0.01%	2400
2016 Q3	–	Sell	-1,000	Closed	-$1K	–	4766
2016 Q2	$1K	Buy	+1,000	New	+$966	﹤0.01%	4237

Other funds holding PFIE

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Creative Planning's PFIE Position: Q4 2023 in Review

Creative Planning sold out of Profire Energy, Inc (PFIE) in Q4 2023, closing a stake of 35,240 shares — an estimated $98K sold.

Creative Planning first reported a position in PFIE in Q2 2016 and held it in 2 quarters. The position peaked at $98K in Q3 2023. 65 funds tracked by Wall St. Rank hold PFIE as of Q4 2023.

Creative Planning reported no remaining Profire Energy, Inc position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 35,240 Profire Energy, Inc shares in Q4 2023, an estimated $98K.
Creative Planning first reported a position in Profire Energy, Inc in Q2 2016 and held it in 2 quarters.
Creative Planning's Profire Energy, Inc position peaked at $98K in Q3 2023.
65 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q4 2023.

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