Creative Planning’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Creative Planning’s Portfolio USX Stock Details USX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,001	Closed	-$123K	–	3098
2023 Q2	$123K	Hold	20,001	–	–	﹤0.01%	2312
2023 Q1	$119K	Buy	+20,001	New	+$46.8K	﹤0.01%	2224
2022 Q1	–	Sell	-10,338	Closed	-$61K	–	2465
2021 Q4	$61K	Hold	10,338	–	–	﹤0.01%	1984
2021 Q3	$89K	Hold	10,338	–	–	﹤0.01%	1957
2021 Q2	$89K	Buy	+10,338	New	+$110K	﹤0.01%	1885

Creative Planning's USX Position: Q3 2023 in Review

Creative Planning sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q3 2023, closing a stake of 20,001 shares — an estimated $123K sold.

Creative Planning first reported a position in USX in Q2 2021 and held it in 5 quarters. The position peaked at $123K in Q2 2023. 0 funds tracked by Wall St. Rank hold USX as of Q3 2023.

Creative Planning reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 20,001 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q3 2023, an estimated $123K.
Creative Planning first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2021 and held it in 5 quarters.
Creative Planning's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $123K in Q2 2023.
0 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.