Creative Planning’s Spirit of Texas Bancshares, Inc. Common Stock STXB Stock Holding History

Creative Planning’s Portfolio STXB Stock Details STXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-65,851	Closed	-$1.47M	–	2729
2021 Q1	$1.47M	Sell	65,851 -8,349	-11%	-$170K	﹤0.01%	845
2020 Q4	$1.25M	Buy	74,200 +355	+0.5%	+$5.33K	﹤0.01%	857
2020 Q3	$824K	Buy	73,845 +595	+0.8%	+$7.02K	﹤0.01%	886
2020 Q2	$902K	Hold	73,250	–	–	﹤0.01%	777
2020 Q1	$757K	Buy	73,250 +1,250	+2%	+$23K	﹤0.01%	751
2019 Q4	$1.66M	Sell	72,000 -8,500	-11%	-$187K	0.01%	576
2019 Q3	$1.74M	Sell	80,500 -778	-1%	-$16.7K	0.01%	539
2019 Q2	$1.83M	Sell	81,278 -11,901	-13%	-$263K	0.01%	529
2019 Q1	$1.98M	Sell	93,179 -10,961	-11%	-$237K	0.01%	464
2018 Q4	$2.37M	Buy	+104,140	New	+$2.15M	0.01%	390

Other funds holding STXB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Creative Planning's STXB Position: Q2 2021 in Review

Creative Planning sold out of Spirit of Texas Bancshares, Inc. Common Stock (STXB) in Q2 2021, closing a stake of 65,851 shares — an estimated $1.47M sold.

Creative Planning first reported a position in STXB in Q4 2018 and held it in 10 quarters. The position peaked at $2.37M in Q4 2018. 75 funds tracked by Wall St. Rank hold STXB as of Q2 2021.

Creative Planning reported no remaining Spirit of Texas Bancshares, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 65,851 Spirit of Texas Bancshares, Inc. Common Stock shares in Q2 2021, an estimated $1.47M.
Creative Planning first reported a position in Spirit of Texas Bancshares, Inc. Common Stock in Q4 2018 and held it in 10 quarters.
Creative Planning's Spirit of Texas Bancshares, Inc. Common Stock position peaked at $2.37M in Q4 2018.
75 funds tracked by Wall St. Rank held Spirit of Texas Bancshares, Inc. Common Stock as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.