Creative Planning
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Creative Planning’s TRX Gold Corp TRX Stock Holding History

Creative Planning’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$3.94K – 3310
2024
Q2 		$3.94K Buy
+10,000
New +$4.43K ﹤0.01% 3034
2023
Q2 		– Sell
-25,000
Closed -$12.1K – 2827
2023
Q1 		$12.1K Buy
25,000
+3,913
+19% +$1.72K ﹤0.01% 2455
2022
Q4 		$7.13K Buy
21,087
+1,000
+5% +$365 ﹤0.01% 2375
2022
Q3 		$8K Buy
20,087
+87
+0.4% +$38 ﹤0.01% 2243
2022
Q2 		$7K Hold
20,000
– – ﹤0.01% 2218
2022
Q1 		$6K Hold
20,000
– – ﹤0.01% 2237
2021
Q4 		$8K Hold
20,000
– – ﹤0.01% 2066
2021
Q3 		$10K Hold
20,000
– – ﹤0.01% 2075
2021
Q2 		$10K Hold
20,000
– – ﹤0.01% 2015
2021
Q1 		$12K Sell
20,000
-6,000
-23% -$4.17K ﹤0.01% 2472
2020
Q4 		$17K Buy
26,000
+15,853
+156% +$10.3K ﹤0.01% 2198
2020
Q3 		$7K Buy
+10,147
New +$8.79K ﹤0.01% 2034
2017
Q3 		– Sell
-1,500
Closed -$1K – 3575
2017
Q2 		$1K Sell
1,500
-670
-31% -$325 ﹤0.01% 4503
2017
Q1 		$1K Buy
2,170
+1,670
+334% +$839 ﹤0.01% 4505
2016
Q4 		$0 Sell
500
-1,000
-67% -$579 ﹤0.01% 4839
2016
Q3 		$1K Buy
1,500
+500
+50% +$515 ﹤0.01% 4444
2016
Q2 		$1K Hold
1,000
– – ﹤0.01% 4213
2016
Q1 		$0 Hold
1,000
– – ﹤0.01% 4526
2015
Q4 		$0 Hold
1,000
– – ﹤0.01% 4580
2015
Q3 		$0 Buy
+1,000
New +$346 ﹤0.01% 4359
2015
Q2 		– Sell
-1,000
Closed – – 2871
2015
Q1 		$0 Hold
1,000
– – ﹤0.01% 4408
2014
Q4 		$1K Buy
+1,000
New +$1.23K ﹤0.01% 4008
2013
Q3 		– Sell
-1,666
Closed -$4K – 3352
2013
Q2 		$4K Buy
+1,666
New +$4.85K ﹤0.01% 2633

Other funds holding TRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Creative Planning's TRX Position: Q3 2024 in Review

Creative Planning sold out of TRX Gold Corp (TRX) in Q3 2024, closing a stake of 10,000 shares — an estimated $3.94K sold.

Creative Planning first reported a position in TRX in Q2 2013 and held it in 23 quarters. The position peaked at $17K in Q4 2020. 41 funds tracked by Wall St. Rank hold TRX as of Q3 2024.

  • Creative Planning reported no remaining TRX Gold Corp position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 10,000 TRX Gold Corp shares in Q3 2024, an estimated $3.94K.
  • Creative Planning first reported a position in TRX Gold Corp in Q2 2013 and held it in 23 quarters.
  • Creative Planning's TRX Gold Corp position peaked at $17K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held TRX Gold Corp as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.