Creative Planning
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Creative Planning’s INNOVATE Corp VATE Stock Holding History

Creative Planning’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,600
Closed -$33.9K – 3319
2024
Q2 		$33.9K Buy
+5,600
New +$37K ﹤0.01% 2952
2021
Q1 		– Sell
-8,260
Closed -$269K – 2730
2020
Q4 		$269K Buy
8,260
+1,154
+16% +$32.1K ﹤0.01% 1690
2020
Q3 		$172K Buy
7,106
+5,012
+239% +$135K ﹤0.01% 1717
2020
Q2 		$70K Buy
2,094
+193
+10% +$5.46K ﹤0.01% 1724
2020
Q1 		$29K Hold
1,901
– – ﹤0.01% 1695
2019
Q4 		$41K Hold
1,901
– – ﹤0.01% 1840
2019
Q3 		$45K Hold
1,901
– – ﹤0.01% 1801
2019
Q2 		$45K Buy
+1,901
New +$46.7K ﹤0.01% 1826
2015
Q4 		– Sell
-25
Closed -$2K – 4591
2015
Q3 		$2K Buy
+25
New +$1.87K ﹤0.01% 3984

Other funds holding VATE

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Creative Planning's VATE Position: Q3 2024 in Review

Creative Planning sold out of INNOVATE Corp (VATE) in Q3 2024, closing a stake of 5,600 shares — an estimated $33.9K sold.

Creative Planning first reported a position in VATE in Q3 2015 and held it in 9 quarters. The position peaked at $269K in Q4 2020. 34 funds tracked by Wall St. Rank hold VATE as of Q3 2024.

  • Creative Planning reported no remaining INNOVATE Corp position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 5,600 INNOVATE Corp shares in Q3 2024, an estimated $33.9K.
  • Creative Planning first reported a position in INNOVATE Corp in Q3 2015 and held it in 9 quarters.
  • Creative Planning's INNOVATE Corp position peaked at $269K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.