Creative Planning’s Thoughtworks Holding, Inc. Common Stock TWKS Stock Holding History

Creative Planning’s Portfolio TWKS Stock Details TWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-43,974	Closed	-$194K	–	3700
2024 Q3	$194K	Buy	43,974 +2,642	+6%	+$10.1K	﹤0.01%	2847
2024 Q2	$117K	Buy	41,332 +22,204	+116%	+$59.5K	﹤0.01%	2809
2024 Q1	$48.4K	Buy	+19,128	New	+$73.4K	﹤0.01%	2786
2023 Q1	–	Sell	-14,503	Closed	-$148K	–	2799
2022 Q4	$148K	Buy	+14,503	New	+$135K	﹤0.01%	2085

Other funds holding TWKS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's TWKS Position: Q4 2024 in Review

Creative Planning sold out of Thoughtworks Holding, Inc. Common Stock (TWKS) in Q4 2024, closing a stake of 43,974 shares — an estimated $194K sold.

Creative Planning first reported a position in TWKS in Q4 2022 and held it in 4 quarters. The position peaked at $194K in Q3 2024. 1 fund tracked by Wall St. Rank holds TWKS as of Q4 2024.

Creative Planning reported no remaining Thoughtworks Holding, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 43,974 Thoughtworks Holding, Inc. Common Stock shares in Q4 2024, an estimated $194K.
Creative Planning first reported a position in Thoughtworks Holding, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
Creative Planning's Thoughtworks Holding, Inc. Common Stock position peaked at $194K in Q3 2024.
1 fund tracked by Wall St. Rank held Thoughtworks Holding, Inc. Common Stock as of Q4 2024.

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