Creative Planning
RGP icon

Creative Planning’s Resources Connection RGP Stock Holding History

Creative Planning’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,092
Closed -$369K – 3662
2024
Q3 		$369K Sell
38,092
-3,138
-8% -$32.4K ﹤0.01% 2356
2024
Q2 		$455K Buy
+41,230
New +$464K ﹤0.01% 2015
2016
Q2 		– Sell
-200
Closed -$3K – 4485
2016
Q1 		$3K Buy
+200
New +$2.91K ﹤0.01% 3831
2014
Q3 		– Sell
-111
Closed -$1K – 4126
2014
Q2 		$1K Buy
+111
New +$1.44K ﹤0.01% 3658

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Creative Planning's RGP Position: Q4 2024 in Review

Creative Planning sold out of Resources Connection (RGP) in Q4 2024, closing a stake of 38,092 shares — an estimated $369K sold.

Creative Planning first reported a position in RGP in Q2 2014 and held it in 4 quarters. The position peaked at $455K in Q2 2024. 154 funds tracked by Wall St. Rank hold RGP as of Q4 2024.

  • Creative Planning reported no remaining Resources Connection position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 38,092 Resources Connection shares in Q4 2024, an estimated $369K.
  • Creative Planning first reported a position in Resources Connection in Q2 2014 and held it in 4 quarters.
  • Creative Planning's Resources Connection position peaked at $455K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Resources Connection as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.