Creative Planning’s SunPower Corporation Common Stock SPWR Stock Holding History

Creative Planning’s Portfolio SPWR Stock Details SPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-300	Closed	-$6K	–	2655
2021 Q1	$6K	Buy	+300	New	+$11.2K	﹤0.01%	2511
2020 Q3	–	Sell	-4,276	Closed	-$3K	–	2299
2020 Q2	$3K	Buy	+4,276	New	+$19.5K	﹤0.01%	1943
2017 Q2	–	Sell	-1,527	Closed	-$1K	–	4880
2017 Q1	$1K	Buy	+1,527	New	+$7.16K	﹤0.01%	4525

Other funds holding SPWR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Creative Planning's SPWR Position: Q3 2024 in Review

Creative Planning sold out of SunPower Corporation Common Stock (SPWR) in Q3 2024, closing a stake of 31,279 shares — an estimated $92.6K sold.

Creative Planning first reported a position in SPWR in Q1 2014 and held it in 30 quarters. The position peaked at $586K in Q1 2021. 18 funds tracked by Wall St. Rank hold SPWR as of Q3 2024.

Creative Planning reported no remaining SunPower Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 31,279 SunPower Corporation Common Stock shares in Q3 2024, an estimated $92.6K.
Creative Planning first reported a position in SunPower Corporation Common Stock in Q1 2014 and held it in 30 quarters.
Creative Planning's SunPower Corporation Common Stock position peaked at $586K in Q1 2021.
18 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2024.

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