Creative Planning
ZSTK

Creative Planning’s ZeroStack Corp ZSTK Stock Holding History

Creative Planning’s Portfolio ZSTK Stock Details ZSTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14
Closed -$2.52K – 2693
2022
Q4 		$2.52K Hold
14
– – ﹤0.01% 2419
2022
Q3 		$8K Hold
14
– – ﹤0.01% 2241
2022
Q2 		$7K Buy
+14
New +$13.3K ﹤0.01% 2209

Other funds holding ZSTK

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return

Creative Planning's ZSTK Position: Q1 2023 in Review

Creative Planning sold out of ZeroStack Corp (ZSTK) in Q1 2023, closing a stake of 14 shares — an estimated $2.52K sold.

Creative Planning first reported a position in ZSTK in Q2 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 31 funds tracked by Wall St. Rank hold ZSTK as of Q1 2023.

  • Creative Planning reported no remaining ZeroStack Corp position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 14 ZeroStack Corp shares in Q1 2023, an estimated $2.52K.
  • Creative Planning first reported a position in ZeroStack Corp in Q2 2022 and held it in 3 quarters.
  • Creative Planning's ZeroStack Corp position peaked at $8K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held ZeroStack Corp as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.