Creative Planning
PNST

Creative Planning’s Pinstripes Holdings, Inc. PNST Stock Holding History

Creative Planning’s Portfolio PNST Stock Details PNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50,857
Closed -$165K – 3192
2024
Q1 		$165K Buy
+50,857
New +$204K ﹤0.01% 2615

Other funds holding PNST

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Creative Planning's PNST Position: Q2 2024 in Review

Creative Planning sold out of Pinstripes Holdings, Inc. (PNST) in Q2 2024, closing a stake of 50,857 shares — an estimated $165K sold.

Creative Planning first reported a position in PNST in Q1 2024 and held it in 1 quarter. The position peaked at $165K in Q1 2024. 39 funds tracked by Wall St. Rank hold PNST as of Q2 2024.

  • Creative Planning reported no remaining Pinstripes Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 50,857 Pinstripes Holdings, Inc. shares in Q2 2024, an estimated $165K.
  • Creative Planning first reported a position in Pinstripes Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • Creative Planning's Pinstripes Holdings, Inc. position peaked at $165K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Pinstripes Holdings, Inc. as of Q2 2024.

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