Creative Planning
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Creative Planning’s Companhia Siderúrgica Nacional SID Stock Holding History

Creative Planning’s Portfolio SID Stock Details SID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,192
Closed -$32.6K – 3292
2024
Q2 		$32.6K Sell
14,192
-76,464
-84% -$201K ﹤0.01% 2956
2024
Q1 		$284K Buy
90,656
+41,615
+85% +$144K ﹤0.01% 2298
2023
Q4 		$193K Buy
49,041
+36,083
+278% +$104K ﹤0.01% 2447
2023
Q3 		$31K Buy
12,958
+1,277
+11% +$3.27K ﹤0.01% 2541
2023
Q2 		$30.3K Buy
11,681
+244
+2% +$672 ﹤0.01% 2479
2023
Q1 		$35.1K Sell
11,437
-3,051
-21% -$9.85K ﹤0.01% 2377
2022
Q4 		$40K Buy
+14,488
New +$39K ﹤0.01% 2249
2022
Q3 		– Sell
-15,602
Closed -$46K – 2433
2022
Q2 		$46K Buy
15,602
+14,663
+1,562% +$61.8K ﹤0.01% 2063
2022
Q1 		$5K Buy
+939
New +$4.66K ﹤0.01% 2248
2017
Q3 		– Sell
-588
Closed -$1K – 3406
2017
Q2 		$1K Sell
588
-400
-40% -$892 ﹤0.01% 4484
2017
Q1 		$3K Sell
988
-500
-34% -$1.82K ﹤0.01% 4183
2016
Q4 		$5K Sell
1,488
-500
-25% -$1.63K ﹤0.01% 3970
2016
Q3 		$5K Buy
1,988
+1,400
+238% +$4.13K ﹤0.01% 3890
2016
Q2 		$1K Hold
588
– – ﹤0.01% 4205
2016
Q1 		$1K Hold
588
– – ﹤0.01% 4168
2015
Q4 		$1K Hold
588
– – ﹤0.01% 4242
2015
Q3 		$1K Buy
+588
New +$683 ﹤0.01% 4139
2015
Q2 		– Sell
-1,563
Closed -$3K – 2689
2015
Q1 		$3K Hold
1,563
– – ﹤0.01% 3768
2014
Q4 		$3K Buy
1,563
+500
+47% +$1.39K ﹤0.01% 3721
2014
Q3 		$4K Sell
1,063
-8
-0.7% -$37 ﹤0.01% 3413
2014
Q2 		$5K Buy
1,071
+96
+10% +$397 ﹤0.01% 3234
2014
Q1 		$4K Sell
975
-800
-45% -$3.82K ﹤0.01% 3189
2013
Q4 		$11K Sell
1,775
-825
-32% -$4.5K ﹤0.01% 2528
2013
Q3 		$11K Buy
2,600
+2,000
+333% +$6.84K ﹤0.01% 2419
2013
Q2 		$2K Buy
+600
New +$2.14K ﹤0.01% 2847

Other funds holding SID

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's SID Position: Q3 2024 in Review

Creative Planning sold out of Companhia Siderúrgica Nacional (SID) in Q3 2024, closing a stake of 14,192 shares — an estimated $32.6K sold.

Creative Planning first reported a position in SID in Q2 2013 and held it in 25 quarters. The position peaked at $284K in Q1 2024. 100 funds tracked by Wall St. Rank hold SID as of Q3 2024.

  • Creative Planning reported no remaining Companhia Siderúrgica Nacional position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 14,192 Companhia Siderúrgica Nacional shares in Q3 2024, an estimated $32.6K.
  • Creative Planning first reported a position in Companhia Siderúrgica Nacional in Q2 2013 and held it in 25 quarters.
  • Creative Planning's Companhia Siderúrgica Nacional position peaked at $284K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Companhia Siderúrgica Nacional as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.