Creative Planning
ROOT icon

Creative Planning’s Root ROOT Stock Holding History

Creative Planning’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$48 – 3035
2023
Q3 		$48 Buy
+5
New +$52 ﹤0.01% 2887
2022
Q2 		– Sell
-6
Closed – – 2499
2022
Q1 		$0 Buy
+6
New +$216 ﹤0.01% 2428
2021
Q2 		– Sell
-560
Closed -$128K – 2498
2021
Q1 		$128K Buy
+560
New +$169K ﹤0.01% 2198

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return