Creative Planning
WATT icon

Creative Planning’s Energous WATT Stock Holding History

Creative Planning’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17
Closed -$2.48K – 3049
2023
Q2 		$2.48K Sell
17
-11
-39% -$2.35K ﹤0.01% 2591
2023
Q1 		$8.97K Buy
28
+11
+65% +$4.69K ﹤0.01% 2469
2022
Q4 		$8.67K Hold
17
– – ﹤0.01% 2362
2022
Q3 		$11K Sell
17
-2
-11% -$1.45K ﹤0.01% 2224
2022
Q2 		$11K Hold
19
– – ﹤0.01% 2189
2022
Q1 		$14K Hold
19
– – ﹤0.01% 2177
2021
Q4 		$14K Hold
19
– – ﹤0.01% 2049
2021
Q3 		$24K Buy
+19
New +$27.2K ﹤0.01% 2038
2021
Q1 		– Sell
-20
Closed -$22K – 2737
2020
Q4 		$22K Buy
+20
New +$26.4K ﹤0.01% 2178
2019
Q2 		– Sell
-22
Closed -$82K – 2130
2019
Q1 		$82K Sell
22
-8
-27% -$34.8K ﹤0.01% 1728
2018
Q4 		$104K Sell
30
-1
-3% -$4.88K ﹤0.01% 1626
2018
Q3 		$188K Buy
31
+4
+15% +$31K ﹤0.01% 1691
2018
Q2 		$243K Buy
27
+6
+29% +$63K ﹤0.01% 1503
2018
Q1 		$205K Buy
+21
New +$248K ﹤0.01% 1601
2017
Q3 		– Sell
-12
Closed -$114K – 3696
2017
Q2 		$114K Sell
12
-3
-20% -$26.7K ﹤0.01% 1896
2017
Q1 		$140K Buy
15
+1
+7% +$9.59K ﹤0.01% 1737
2016
Q4 		$141K Buy
14
+5
+56% +$47.8K ﹤0.01% 1626
2016
Q3 		$108K Buy
9
+6
+200% +$53.5K ﹤0.01% 1800
2016
Q2 		$20K Buy
+3
New +$19.5K ﹤0.01% 2813
2016
Q1 		– Sell
-7
Closed -$32K – 4555
2015
Q4 		$32K Buy
+7
New +$31.1K ﹤0.01% 2486
2015
Q2 		– Hold
0
– -$2K – 3007
2015
Q1 		– Hold
0
– – – 3914

Other funds holding WATT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's WATT Position: Q3 2023 in Review

Creative Planning sold out of Energous (WATT) in Q3 2023, closing a stake of 17 shares — an estimated $2.48K sold.

Creative Planning first reported a position in WATT in Q4 2015 and held it in 20 quarters. The position peaked at $243K in Q2 2018. 24 funds tracked by Wall St. Rank hold WATT as of Q3 2023.

  • Creative Planning reported no remaining Energous position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 17 Energous shares in Q3 2023, an estimated $2.48K.
  • Creative Planning first reported a position in Energous in Q4 2015 and held it in 20 quarters.
  • Creative Planning's Energous position peaked at $243K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held Energous as of Q3 2023.

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