Creative Planning’s Ternium TX Stock Holding History

Creative Planning’s Portfolio TX Stock Details TX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-21,937	Closed	-$852K	–	2568
2021 Q1	$852K	Buy	+21,937	New	+$706K	﹤0.01%	1126
2016 Q1	–	Sell	-400	Closed	-$5K	–	4531
2015 Q4	$5K	Hold	400	–	–	﹤0.01%	3698
2015 Q3	$5K	Buy	+400	New	+$5.88K	﹤0.01%	3639
2015 Q2	–	Sell	-400	Closed	-$7K	–	2889
2015 Q1	$7K	Hold	400	–	–	﹤0.01%	3409
2014 Q4	$7K	Sell	400 -750	-65%	-$15.1K	﹤0.01%	3337
2014 Q3	$28K	Hold	1,150	–	–	﹤0.01%	2307
2014 Q2	$32K	Sell	1,150 -750	-39%	-$21.7K	﹤0.01%	2178
2014 Q1	$56K	Hold	1,900	–	–	﹤0.01%	1730
2013 Q4	$59K	Hold	1,900	–	–	﹤0.01%	1496
2013 Q3	$46K	Hold	1,900	–	–	﹤0.01%	1567
2013 Q2	$43K	Buy	+1,900	New	+$42.1K	﹤0.01%	1460

Other funds holding TX

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

CAAM

Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Creative Planning's TX Position: Q2 2021 in Review

Creative Planning sold out of Ternium (TX) in Q2 2021, closing a stake of 21,937 shares — an estimated $852K sold.

Creative Planning first reported a position in TX in Q2 2013 and held it in 11 quarters. The position peaked at $852K in Q1 2021. 162 funds tracked by Wall St. Rank hold TX as of Q2 2021.

Creative Planning reported no remaining Ternium position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 21,937 Ternium shares in Q2 2021, an estimated $852K.
Creative Planning first reported a position in Ternium in Q2 2013 and held it in 11 quarters.
Creative Planning's Ternium position peaked at $852K in Q1 2021.
162 funds tracked by Wall St. Rank held Ternium as of Q2 2021.

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