Creative Planning
PRSO icon

Creative Planning’s Peraso PRSO Stock Holding History

Creative Planning’s Portfolio PRSO Stock Details PRSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Hold
0
– – – 4854
2016
Q4 		– Hold
0
– – – 4781
2016
Q3 		– Hold
0
– – – 4427
2016
Q2 		– Hold
0
– – – 4471
2016
Q1 		– Hold
0
– – – 4156
2015
Q4 		– Hold
0
– – – 4233
2015
Q3 		– Hold
0
– – – 4126

Other funds holding PRSO

ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
GCM
Goldman Capital Management New York $103M AUM 21.37% 1-Year Est. Return