Creative Planning
VRM icon

Creative Planning’s Vroom Inc VRM Stock Holding History

Creative Planning’s Portfolio VRM Stock Details VRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-220
Closed -$19.7K – 3096
2023
Q3 		$19.7K Sell
220
-54
-20% -$6.81K ﹤0.01% 2594
2023
Q2 		$31.6K Buy
274
+126
+85% +$9.6K ﹤0.01% 2474
2023
Q1 		$10.6K Buy
+148
New +$12K ﹤0.01% 2463

Other funds holding VRM

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's VRM Position: Q4 2023 in Review

Creative Planning sold out of Vroom Inc (VRM) in Q4 2023, closing a stake of 220 shares — an estimated $19.7K sold.

Creative Planning first reported a position in VRM in Q1 2023 and held it in 3 quarters. The position peaked at $31.6K in Q2 2023. 79 funds tracked by Wall St. Rank hold VRM as of Q4 2023.

  • Creative Planning reported no remaining Vroom Inc position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 220 Vroom Inc shares in Q4 2023, an estimated $19.7K.
  • Creative Planning first reported a position in Vroom Inc in Q1 2023 and held it in 3 quarters.
  • Creative Planning's Vroom Inc position peaked at $31.6K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Vroom Inc as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.