Creative Planning
SRXH

Creative Planning’s SRX Global SRXH Stock Holding History

Creative Planning’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22
Closed -$12.1K – 2935
2023
Q4 		$12.1K Sell
22
-6
-21% -$2.93K ﹤0.01% 2711
2023
Q3 		$6.81K Buy
28
+8
+40% +$3.07K ﹤0.01% 2686
2023
Q2 		$8.38K Hold
20
– – ﹤0.01% 2552
2023
Q1 		$14.8K Hold
20
– – ﹤0.01% 2432
2022
Q4 		$21.5K Hold
20
– – ﹤0.01% 2310
2022
Q3 		$32K Sell
20
-115
-85% -$409K ﹤0.01% 2152
2022
Q2 		$583K Hold
135
– – ﹤0.01% 1236
2022
Q1 		$676K Hold
135
– – ﹤0.01% 1177
2021
Q4 		$856K Sell
135
-11
-8% -$79.1K ﹤0.01% 1027
2021
Q3 		$1.06M Buy
+146
New +$1.09M ﹤0.01% 923

Other funds holding SRXH

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Creative Planning's SRXH Position: Q1 2024 in Review

Creative Planning sold out of SRX Global (SRXH) in Q1 2024, closing a stake of 22 shares — an estimated $12.1K sold.

Creative Planning first reported a position in SRXH in Q3 2021 and held it in 10 quarters. The position peaked at $1.06M in Q3 2021. 7 funds tracked by Wall St. Rank hold SRXH as of Q1 2024.

  • Creative Planning reported no remaining SRX Global position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 22 SRX Global shares in Q1 2024, an estimated $12.1K.
  • Creative Planning first reported a position in SRX Global in Q3 2021 and held it in 10 quarters.
  • Creative Planning's SRX Global position peaked at $1.06M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held SRX Global as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.