Creative Planning
TTM

Creative Planning’s Tata Motors Limited TTM Stock Holding History

Creative Planning’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,514
Closed -$243K – 2825
2022
Q4 		$243K Sell
10,514
-7,241
-41% -$181K ﹤0.01% 1880
2022
Q3 		$431K Buy
+17,755
New +$499K ﹤0.01% 1424
2021
Q2 		– Sell
-26,829
Closed -$558K – 2704
2021
Q1 		$558K Sell
26,829
-267
-1% -$5.38K ﹤0.01% 1367
2020
Q4 		$341K Sell
27,096
-42,632
-61% -$454K ﹤0.01% 1541
2020
Q3 		$634K Buy
69,728
+200
+0.3% +$1.67K ﹤0.01% 1010
2020
Q2 		$457K Hold
69,528
– – ﹤0.01% 1078
2020
Q1 		$328K Buy
69,528
+32,000
+85% +$321K ﹤0.01% 1143
2019
Q4 		$485K Sell
37,528
-700
-2% -$7.71K ﹤0.01% 1128
2019
Q3 		$321K Buy
38,228
+200
+0.5% +$1.89K ﹤0.01% 1322
2019
Q2 		$444K Buy
38,028
+464
+1% +$6.31K ﹤0.01% 1150
2019
Q1 		$472K Sell
37,564
-884
-2% -$11K ﹤0.01% 1061
2018
Q4 		$468K Buy
38,448
+22,637
+143% +$283K ﹤0.01% 1000
2018
Q3 		$243K Buy
+15,811
New +$291K ﹤0.01% 1548
2018
Q1 		– Sell
-12,573
Closed -$416K – 2151
2017
Q4 		$416K Sell
12,573
-260
-2% -$8.4K ﹤0.01% 1179
2017
Q3 		$401K Sell
12,833
-65
-0.5% -$2.09K ﹤0.01% 1149
2017
Q2 		$426K Buy
12,898
+111
+0.9% +$3.88K ﹤0.01% 1095
2017
Q1 		$456K Sell
12,787
-8
-0.1% -$292 ﹤0.01% 1035
2016
Q4 		$440K Hold
12,795
– – ﹤0.01% 988
2016
Q3 		$512K Buy
12,795
+6,675
+109% +$259K ﹤0.01% 879
2016
Q2 		$212K Buy
6,120
+1,608
+36% +$50.3K ﹤0.01% 1232
2016
Q1 		$131K Sell
4,512
-2,924
-39% -$73.8K ﹤0.01% 1471
2015
Q4 		$219K Buy
7,436
+1,843
+33% +$53.5K ﹤0.01% 1150
2015
Q3 		$126K Buy
+5,593
New +$154K ﹤0.01% 1458
2015
Q2 		– Sell
-6,537
Closed -$295K – 3274
2015
Q1 		$295K Sell
6,537
-548
-8% -$25.8K ﹤0.01% 999
2014
Q4 		$300K Buy
7,085
+1,713
+32% +$76.4K ﹤0.01% 940
2014
Q3 		$235K Buy
5,372
+1,094
+26% +$47.8K ﹤0.01% 982
2014
Q2 		$167K Buy
4,278
+10
+0.2% +$384 ﹤0.01% 1128
2014
Q1 		$151K Sell
4,268
-700
-14% -$22.1K ﹤0.01% 1148
2013
Q4 		$153K Buy
4,968
+157
+3% +$4.81K ﹤0.01% 984
2013
Q3 		$128K Buy
4,811
+197
+4% +$4.84K ﹤0.01% 972
2013
Q2 		$108K Buy
+4,614
New +$120K ﹤0.01% 941

Other funds holding TTM

KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Creative Planning's TTM Position: Q1 2023 in Review

Creative Planning sold out of Tata Motors Limited (TTM) in Q1 2023, closing a stake of 10,514 shares — an estimated $243K sold.

Creative Planning first reported a position in TTM in Q2 2013 and held it in 31 quarters. The position peaked at $634K in Q3 2020. 29 funds tracked by Wall St. Rank hold TTM as of Q1 2023.

  • Creative Planning reported no remaining Tata Motors Limited position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 10,514 Tata Motors Limited shares in Q1 2023, an estimated $243K.
  • Creative Planning first reported a position in Tata Motors Limited in Q2 2013 and held it in 31 quarters.
  • Creative Planning's Tata Motors Limited position peaked at $634K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Tata Motors Limited as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.