Creative Planning
SVFAU

Creative Planning’s SVF Investment Corp. Unit SVFAU Stock Holding History

Creative Planning’s Portfolio SVFAU Stock Details SVFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16,309
Closed -$172K – 2703
2021
Q1 		$172K Buy
+16,309
New +$206K ﹤0.01% 2134

Other funds holding SVFAU

SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
IM
Islet Management New York $49.1M AUM 17.59% 1-Year Est. Return
AAM
Areion Asset Management Hong Kong $7.82M AUM 16% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Creative Planning's SVFAU Position: Q2 2021 in Review

Creative Planning sold out of SVF Investment Corp. Unit (SVFAU) in Q2 2021, closing a stake of 16,309 shares — an estimated $172K sold.

Creative Planning first reported a position in SVFAU in Q1 2021 and held it in 1 quarter. The position peaked at $172K in Q1 2021. 42 funds tracked by Wall St. Rank hold SVFAU as of Q2 2021.

  • Creative Planning reported no remaining SVF Investment Corp. Unit position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 16,309 SVF Investment Corp. Unit shares in Q2 2021, an estimated $172K.
  • Creative Planning first reported a position in SVF Investment Corp. Unit in Q1 2021 and held it in 1 quarter.
  • Creative Planning's SVF Investment Corp. Unit position peaked at $172K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held SVF Investment Corp. Unit as of Q2 2021.

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