Creative Planning
SEED icon

Creative Planning’s Origin Agritech SEED Stock Holding History

Creative Planning’s Portfolio SEED Stock Details SEED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$331 – 3051
2023
Q3 		$331 Buy
+100
New +$373 ﹤0.01% 2861
2022
Q2 		– Sell
-100
Closed -$1K – 2507
2022
Q1 		$1K Buy
+100
New +$708 ﹤0.01% 2333
2020
Q3 		– Sell
-10,908
Closed -$74K – 2250
2020
Q2 		$74K Hold
10,908
– – ﹤0.01% 1713
2020
Q1 		$49K Hold
10,908
– – ﹤0.01% 1633
2019
Q4 		$58K Hold
10,908
– – ﹤0.01% 1809
2019
Q3 		$68K Hold
10,908
– – ﹤0.01% 1762
2019
Q2 		$66K Hold
10,908
– – ﹤0.01% 1788
2019
Q1 		$81K Sell
10,908
-100
-0.9% -$653 ﹤0.01% 1732
2018
Q4 		$57K Hold
11,008
– – ﹤0.01% 1695
2018
Q3 		$58K Buy
11,008
+40
+0.4% +$280 ﹤0.01% 1862
2018
Q2 		$84K Sell
10,968
-4,090
-27% -$29.4K ﹤0.01% 1797
2018
Q1 		$116K Sell
15,058
-940
-6% -$9.11K ﹤0.01% 1723
2017
Q4 		$136K Sell
15,998
-2,590
-14% -$32.5K ﹤0.01% 1688
2017
Q3 		$305K Buy
18,588
+1,590
+9% +$24.4K ﹤0.01% 1325
2017
Q2 		$243K Hold
16,998
– – ﹤0.01% 1403
2017
Q1 		$345K Buy
16,998
+16,948
+33,896% +$346K ﹤0.01% 1185
2016
Q4 		$1K Buy
+50
New +$1.26K ﹤0.01% 4483
2015
Q2 		– Sell
-100
Closed -$1K – 2672
2015
Q1 		$1K Hold
100
– – ﹤0.01% 4063
2014
Q4 		$1K Hold
100
– – ﹤0.01% 4000
2014
Q3 		$2K Hold
100
– – ﹤0.01% 3692
2014
Q2 		$2K Hold
100
– – ﹤0.01% 3532
2014
Q1 		$2K Buy
100
+45
+82% +$1.01K ﹤0.01% 3386
2013
Q4 		$1K Hold
55
– – ﹤0.01% 3227
2013
Q3 		$1K Hold
55
– – ﹤0.01% 3117
2013
Q2 		$1K Buy
+55
New +$896 ﹤0.01% 2967

Other funds holding SEED

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Creative Planning's SEED Position: Q4 2023 in Review

Creative Planning sold out of Origin Agritech (SEED) in Q4 2023, closing a stake of 100 shares — an estimated $331 sold.

Creative Planning first reported a position in SEED in Q2 2013 and held it in 25 quarters. The position peaked at $345K in Q1 2017. 9 funds tracked by Wall St. Rank hold SEED as of Q4 2023.

  • Creative Planning reported no remaining Origin Agritech position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 100 Origin Agritech shares in Q4 2023, an estimated $331.
  • Creative Planning first reported a position in Origin Agritech in Q2 2013 and held it in 25 quarters.
  • Creative Planning's Origin Agritech position peaked at $345K in Q1 2017.
  • 9 funds tracked by Wall St. Rank held Origin Agritech as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.