Creative Planning
WW

Creative Planning’s WW International WW Stock Holding History

Creative Planning’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$3K – 2457
2022
Q2 		$3K Buy
+500
New +$4.21K ﹤0.01% 2247
2019
Q2 		– Sell
-14,361
Closed -$289K – 2135
2019
Q1 		$289K Buy
+14,361
New +$397K ﹤0.01% 1346
2017
Q3 		– Sell
-2,600
Closed -$87K – 3737
2017
Q2 		$87K Buy
2,600
+1,002
+63% +$24.2K ﹤0.01% 2081
2017
Q1 		$25K Sell
1,598
-1,540
-49% -$21.2K ﹤0.01% 2978
2016
Q4 		$36K Buy
3,138
+1,100
+54% +$11.8K ﹤0.01% 2661
2016
Q3 		$21K Hold
2,038
– – ﹤0.01% 3040
2016
Q2 		$24K Sell
2,038
-1,000
-33% -$13.8K ﹤0.01% 2673
2016
Q1 		$44K Buy
3,038
+500
+20% +$6.8K ﹤0.01% 2198
2015
Q4 		$58K Buy
2,538
+1,538
+154% +$29K ﹤0.01% 2001
2015
Q3 		$6K Buy
+1,000
New +$5.34K ﹤0.01% 3541
2015
Q2 		– Sell
-1,100
Closed -$8K – 3043
2015
Q1 		$8K Buy
1,100
+1,000
+1,000% +$14.8K ﹤0.01% 3337
2014
Q4 		$2K Sell
100
-418
-81% -$11.2K ﹤0.01% 3861
2014
Q3 		$14K Buy
518
+18
+4% +$411 ﹤0.01% 2758
2014
Q2 		$10K Buy
+500
New +$10.7K ﹤0.01% 2886
2014
Q1 		– Sell
-1,600
Closed -$53K – 3774
2013
Q4 		$53K Buy
1,600
+600
+60% +$20.9K ﹤0.01% 1571
2013
Q3 		$37K Buy
1,000
+491
+96% +$19.8K ﹤0.01% 1711
2013
Q2 		$23K Buy
+509
New +$22.2K ﹤0.01% 1850

Other funds holding WW

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's WW Position: Q3 2022 in Review

Creative Planning sold out of WW International (WW) in Q3 2022, closing a stake of 500 shares — an estimated $3K sold.

Creative Planning first reported a position in WW in Q2 2013 and held it in 17 quarters. The position peaked at $289K in Q1 2019. 193 funds tracked by Wall St. Rank hold WW as of Q3 2022.

  • Creative Planning reported no remaining WW International position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 500 WW International shares in Q3 2022, an estimated $3K.
  • Creative Planning first reported a position in WW International in Q2 2013 and held it in 17 quarters.
  • Creative Planning's WW International position peaked at $289K in Q1 2019.
  • 193 funds tracked by Wall St. Rank held WW International as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.