Creative Planning
SQFTW icon

Creative Planning’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Creative Planning’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,287
Closed -$1K – 2607
2022
Q3 		$1K Hold
12,287
– – ﹤0.01% 2308
2022
Q2 		$2K Hold
12,287
– – ﹤0.01% 2255
2022
Q1 		$3K Buy
+12,287
New +$2.69K ﹤0.01% 2285

Other funds holding SQFTW

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's SQFTW Position: Q4 2022 in Review

Creative Planning sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q4 2022, closing a stake of 12,287 shares — an estimated $1K sold.

Creative Planning first reported a position in SQFTW in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 25 funds tracked by Wall St. Rank hold SQFTW as of Q4 2022.

  • Creative Planning reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 12,287 Presidio Property Trust Inc Series A Warrants shares in Q4 2022, an estimated $1K.
  • Creative Planning first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and held it in 3 quarters.
  • Creative Planning's Presidio Property Trust Inc Series A Warrants position peaked at $3K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.