Creative Planning’s Renewable Energy Group, Inc. REGI Stock Holding History

Creative Planning’s Portfolio REGI Stock Details REGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,630	Closed	-$281K	–	2616
2022 Q1	$281K	Buy	+4,630	New	+$224K	﹤0.01%	1674
2017 Q3	–	Sell	-49	Closed	-$1K	–	4636
2017 Q2	$1K	Sell	49 -1,960	-98%	-$22K	﹤0.01%	4579
2017 Q1	$21K	Buy	2,009 +2,000	+22,222%	+$18.5K	﹤0.01%	3120
2016 Q4	$0	Hold	9	–	–	﹤0.01%	5112
2016 Q3	$0	Hold	9	–	–	﹤0.01%	4956
2016 Q2	$0	Hold	9	–	–	﹤0.01%	4764
2016 Q1	$0	Hold	9	–	–	﹤0.01%	4832
2015 Q4	$0	Sell	9 -1,000	-99%	-$8.4K	﹤0.01%	4867
2015 Q3	$8K	Buy	+1,009	New	+$9.56K	﹤0.01%	3401
2015 Q2	–	Sell	-6,829	Closed	-$63K	–	4147
2015 Q1	$63K	Buy	6,829 +6,820	+75,778%	+$62.2K	﹤0.01%	1861
2014 Q4	$0	Buy	9 +3	+50%	+$30	﹤0.01%	4617
2014 Q3	$0	Buy	+6	New	+$67	﹤0.01%	4374

Other funds holding REGI

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Creative Planning's REGI Position: Q2 2022 in Review

Creative Planning sold out of Renewable Energy Group, Inc. (REGI) in Q2 2022, closing a stake of 4,630 shares — an estimated $281K sold.

Creative Planning first reported a position in REGI in Q3 2014 and held it in 12 quarters. The position peaked at $281K in Q1 2022. 5 funds tracked by Wall St. Rank hold REGI as of Q2 2022.

Creative Planning reported no remaining Renewable Energy Group, Inc. position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 4,630 Renewable Energy Group, Inc. shares in Q2 2022, an estimated $281K.
Creative Planning first reported a position in Renewable Energy Group, Inc. in Q3 2014 and held it in 12 quarters.
Creative Planning's Renewable Energy Group, Inc. position peaked at $281K in Q1 2022.
5 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.