Creative Planning’s Xometry XMTR Stock Holding History

Creative Planning’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33	Closed	-$495	–	2858
2023 Q1	$495	Buy	+33	New	+$868	﹤0.01%	2584

Other funds holding XMTR

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

FGN

Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's XMTR Position: Q2 2023 in Review

Creative Planning sold out of Xometry (XMTR) in Q2 2023, closing a stake of 33 shares — an estimated $495 sold.

Creative Planning first reported a position in XMTR in Q1 2023 and held it in 1 quarter. The position peaked at $495 in Q1 2023. 123 funds tracked by Wall St. Rank hold XMTR as of Q2 2023.

Creative Planning reported no remaining Xometry position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 33 Xometry shares in Q2 2023, an estimated $495.
Creative Planning first reported a position in Xometry in Q1 2023 and held it in 1 quarter.
Creative Planning's Xometry position peaked at $495 in Q1 2023.
123 funds tracked by Wall St. Rank held Xometry as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.