Creative Planning’s Electrameccanica Vehicles Corp. Ltd. SOLO Stock Holding History

Creative Planning’s Portfolio SOLO Stock Details SOLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,895	Closed	-$8.45K	–	3136
2023 Q3	$8.45K	Buy	12,895 +443	+4%	+$321	﹤0.01%	2666
2023 Q2	$7.73K	Buy	12,452 +852	+7%	+$492	﹤0.01%	2554
2023 Q1	$6.03K	Sell	11,600 -1,487	-11%	-$1.2K	﹤0.01%	2481
2022 Q4	$7.9K	Sell	13,087 -1,488	-10%	-$1.58K	﹤0.01%	2370
2022 Q3	$18K	Buy	14,575 +75	+0.5%	+$109	﹤0.01%	2190
2022 Q2	$20K	Sell	14,500 -200	-1%	-$330	﹤0.01%	2145
2022 Q1	$32K	Sell	14,700 -250	-2%	-$519	﹤0.01%	2101
2021 Q4	$34K	Sell	14,950 -573	-4%	-$1.82K	﹤0.01%	2020
2021 Q3	$55K	Buy	15,523 +623	+4%	+$2.2K	﹤0.01%	1988
2021 Q2	$64K	Sell	14,900 -13,237	-47%	-$54.4K	﹤0.01%	1919
2021 Q1	$132K	Buy	+28,137	New	+$191K	﹤0.01%	2192

Other funds holding SOLO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's SOLO Position: Q4 2023 in Review

Creative Planning sold out of Electrameccanica Vehicles Corp. Ltd. (SOLO) in Q4 2023, closing a stake of 12,895 shares — an estimated $8.45K sold.

Creative Planning first reported a position in SOLO in Q1 2021 and held it in 11 quarters. The position peaked at $132K in Q1 2021. 45 funds tracked by Wall St. Rank hold SOLO as of Q4 2023.

Creative Planning reported no remaining Electrameccanica Vehicles Corp. Ltd. position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 12,895 Electrameccanica Vehicles Corp. Ltd. shares in Q4 2023, an estimated $8.45K.
Creative Planning first reported a position in Electrameccanica Vehicles Corp. Ltd. in Q1 2021 and held it in 11 quarters.
Creative Planning's Electrameccanica Vehicles Corp. Ltd. position peaked at $132K in Q1 2021.
45 funds tracked by Wall St. Rank held Electrameccanica Vehicles Corp. Ltd. as of Q4 2023.

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