Creative Planning
VSA

Creative Planning’s VisionSys AI VSA Stock Holding History

Creative Planning’s Portfolio VSA Stock Details VSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– -$2K – 3801
2017
Q2 		– Hold
0
– – – 4346
2017
Q1 		– Hold
0
– – – 4333
2016
Q4 		– Hold
0
– – – 4514
2016
Q3 		– Hold
0
– – – 3833
2016
Q2 		– Hold
0
– – – 4234
2016
Q1 		– Hold
0
– – – 4189
2015
Q4 		– Hold
0
– – – 4268
2015
Q3 		– Hold
0
– – – 4171
2015
Q2 		– Hold
0
– -$1K – 3111
2015
Q1 		– Hold
0
– – – 4089
2014
Q4 		– Hold
0
– – – 4018
2014
Q3 		– Hold
0
– – – 3880
2014
Q2 		– Hold
0
– – – 3678

Other funds holding VSA

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return