CW
SEM

CreativeOne Wealth’s Select Medical SEM Stock Holding History

CreativeOne Wealth’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,831
Closed -$279K – 1111
2024
Q3 		$279K Buy
14,831
+94
+0.6% +$1.8K 0.01% 794
2024
Q2 		$278K Buy
14,737
+11
+0.1% +$188 0.01% 639
2024
Q1 		$239K Buy
+14,726
New +$216K 0.01% 790
2023
Q3 		– Sell
-14,586
Closed -$250K – 788
2023
Q2 		$250K Buy
14,586
+59
+0.4% +$914 0.01% 697
2023
Q1 		$202K Buy
+14,527
New +$214K 0.01% 753
2021
Q3 		– Sell
-19,785
Closed -$450K – 731
2021
Q2 		$450K Buy
+19,785
New +$411K 0.03% 405

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

CreativeOne Wealth's SEM Position: Q4 2024 in Review

CreativeOne Wealth sold out of Select Medical (SEM) in Q4 2024, closing a stake of 14,831 shares — an estimated $279K sold.

CreativeOne Wealth first reported a position in SEM in Q2 2021 and held it in 6 quarters. The position peaked at $450K in Q2 2021. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

  • CreativeOne Wealth reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 14,831 Select Medical shares in Q4 2024, an estimated $279K.
  • CreativeOne Wealth first reported a position in Select Medical in Q2 2021 and held it in 6 quarters.
  • CreativeOne Wealth's Select Medical position peaked at $450K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.