Creative Planning’s Xos XOS Stock Holding History

Creative Planning’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-384	Closed	-$3.96K	–	3107
2023 Q3	$3.96K	Sell	384 -33	-8%	-$348	﹤0.01%	2747
2023 Q2	$2.72K	Hold	417	–	–	﹤0.01%	2588
2023 Q1	$6.57K	Hold	417	–	–	﹤0.01%	2479
2022 Q4	$5.54K	Sell	417 -249	-37%	-$6.41K	﹤0.01%	2387
2022 Q3	$24K	Buy	666 +282	+73%	+$14.5K	﹤0.01%	2173
2022 Q2	$21K	Hold	384	–	–	﹤0.01%	2138
2022 Q1	$34K	Buy	+384	New	+$28.9K	﹤0.01%	2094

Other funds holding XOS

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Creative Planning's XOS Position: Q4 2023 in Review

Creative Planning sold out of Xos (XOS) in Q4 2023, closing a stake of 384 shares — an estimated $3.96K sold.

Creative Planning first reported a position in XOS in Q1 2022 and held it in 7 quarters. The position peaked at $34K in Q1 2022. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

Creative Planning reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 384 Xos shares in Q4 2023, an estimated $3.96K.
Creative Planning first reported a position in Xos in Q1 2022 and held it in 7 quarters.
Creative Planning's Xos position peaked at $34K in Q1 2022.
15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

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