Creative Planning
UAVS icon

Creative Planning’s AgEagle Aerial Systems UAVS Stock Holding History

Creative Planning’s Portfolio UAVS Stock Details UAVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14
Closed -$87K – 2570
2021
Q1 		$87K Buy
14
+2
+17% +$18.7K ﹤0.01% 2271
2020
Q4 		$73K Buy
+12
New +$35.9K ﹤0.01% 2067

Other funds holding UAVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Creative Planning's UAVS Position: Q2 2021 in Review

Creative Planning sold out of AgEagle Aerial Systems (UAVS) in Q2 2021, closing a stake of 14 shares — an estimated $87K sold.

Creative Planning first reported a position in UAVS in Q4 2020 and held it in 2 quarters. The position peaked at $87K in Q1 2021. 74 funds tracked by Wall St. Rank hold UAVS as of Q2 2021.

  • Creative Planning reported no remaining AgEagle Aerial Systems position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 14 AgEagle Aerial Systems shares in Q2 2021, an estimated $87K.
  • Creative Planning first reported a position in AgEagle Aerial Systems in Q4 2020 and held it in 2 quarters.
  • Creative Planning's AgEagle Aerial Systems position peaked at $87K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held AgEagle Aerial Systems as of Q2 2021.

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