Creative Planning’s Stablecoin Development Corp SDEV Stock Holding History

Creative Planning’s Portfolio SDEV Stock Details SDEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-16	Closed	-$11K	–	2569
2022 Q3	$11K	Hold	16	–	–	﹤0.01%	2222
2022 Q2	$25K	Hold	16	–	–	﹤0.01%	2120
2022 Q1	$30K	Hold	16	–	–	﹤0.01%	2105
2021 Q4	$38K	Buy	+16	New	+$49.9K	﹤0.01%	2012
2017 Q3	–	Hold	0	–	-$1K	–	3052
2017 Q2	–	Hold	0	–	–	–	4465
2017 Q1	–	Hold	0	–	–	–	4469
2016 Q4	–	Hold	0	–	–	–	4460
2016 Q3	–	Hold	0	–	–	–	4418

Other funds holding SDEV

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's SDEV Position: Q4 2022 in Review

Creative Planning sold out of Stablecoin Development Corp (SDEV) in Q4 2022, closing a stake of 16 shares — an estimated $11K sold.

Creative Planning first reported a position in SDEV in Q4 2021 and held it in 4 quarters. The position peaked at $38K in Q4 2021. 6 funds tracked by Wall St. Rank hold SDEV as of Q4 2022.

Creative Planning reported no remaining Stablecoin Development Corp position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 16 Stablecoin Development Corp shares in Q4 2022, an estimated $11K.
Creative Planning first reported a position in Stablecoin Development Corp in Q4 2021 and held it in 4 quarters.
Creative Planning's Stablecoin Development Corp position peaked at $38K in Q4 2021.
6 funds tracked by Wall St. Rank held Stablecoin Development Corp as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.