Creative Planning
STEM icon

Creative Planning’s Stem STEM Stock Holding History

Creative Planning’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,176
Closed -$43K – 3673
2024
Q3 		$43K Buy
6,176
+3,947
+177% +$62.1K ﹤0.01% 3105
2024
Q2 		$49.5K Sell
2,229
-332
-13% -$9.73K ﹤0.01% 2924
2024
Q1 		$112K Buy
2,561
+165
+7% +$9.17K ﹤0.01% 2687
2023
Q4 		$186K Buy
2,396
+970
+68% +$66.9K ﹤0.01% 2461
2023
Q3 		$121K Buy
1,426
+342
+32% +$39.1K ﹤0.01% 2362
2023
Q2 		$124K Buy
+1,084
New +$108K ﹤0.01% 2310

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's STEM Position: Q4 2024 in Review

Creative Planning sold out of Stem (STEM) in Q4 2024, closing a stake of 6,176 shares — an estimated $43K sold.

Creative Planning first reported a position in STEM in Q2 2023 and held it in 6 quarters. The position peaked at $186K in Q4 2023. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • Creative Planning reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 6,176 Stem shares in Q4 2024, an estimated $43K.
  • Creative Planning first reported a position in Stem in Q2 2023 and held it in 6 quarters.
  • Creative Planning's Stem position peaked at $186K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.