Creative Planning
SOND

Creative Planning’s Sonder SOND Stock Holding History

Creative Planning’s Portfolio SOND Stock Details SOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,176
Closed -$33.7K – 3026
2023
Q2 		$33.7K Hold
3,176
– – ﹤0.01% 2472
2023
Q1 		$48.1K Buy
3,176
+2,500
+370% +$58K ﹤0.01% 2345
2022
Q4 		$16.8K Hold
676
– – ﹤0.01% 2323
2022
Q3 		$22K Buy
+676
New +$22.5K ﹤0.01% 2177

Other funds holding SOND

AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
G1
Greylock 15 Menlo Park, California $85.6M AUM 199.44% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's SOND Position: Q3 2023 in Review

Creative Planning sold out of Sonder (SOND) in Q3 2023, closing a stake of 3,176 shares — an estimated $33.7K sold.

Creative Planning first reported a position in SOND in Q3 2022 and held it in 4 quarters. The position peaked at $48.1K in Q1 2023. 37 funds tracked by Wall St. Rank hold SOND as of Q3 2023.

  • Creative Planning reported no remaining Sonder position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 3,176 Sonder shares in Q3 2023, an estimated $33.7K.
  • Creative Planning first reported a position in Sonder in Q3 2022 and held it in 4 quarters.
  • Creative Planning's Sonder position peaked at $48.1K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Sonder as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.