Creative Planning’s Ping Identity Holding Corp. PING Stock Holding History

Creative Planning’s Portfolio PING Stock Details PING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,272	Closed	-$204K	–	2658
2022 Q3	$204K	Buy	+7,272	New	+$181K	﹤0.01%	1906
2021 Q1	–	Sell	-7,788	Closed	-$223K	–	2774
2020 Q4	$223K	Buy	+7,788	New	+$216K	﹤0.01%	1816

Other funds holding PING

CWM

CIBC World Markets New York $20.8B AUM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's PING Position: Q4 2022 in Review

Creative Planning sold out of Ping Identity Holding Corp. (PING) in Q4 2022, closing a stake of 7,272 shares — an estimated $204K sold.

Creative Planning first reported a position in PING in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 3 funds tracked by Wall St. Rank hold PING as of Q4 2022.

Creative Planning reported no remaining Ping Identity Holding Corp. position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 7,272 Ping Identity Holding Corp. shares in Q4 2022, an estimated $204K.
Creative Planning first reported a position in Ping Identity Holding Corp. in Q4 2020 and held it in 2 quarters.
Creative Planning's Ping Identity Holding Corp. position peaked at $223K in Q4 2020.
3 funds tracked by Wall St. Rank held Ping Identity Holding Corp. as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.