A detailed history of Creative Planning transactions in Step Stone Group Inc. stock. As of the latest transaction made, Creative Planning holds 22,547 shares of STEP stock, worth $1.36 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,547
Previous 18,674 20.74%
Holding current value
$1.36 Million
Previous $856,000 49.65%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$44.49 - $57.92 $172,309 - $224,324
3,873 Added 20.74%
22,547 $1.28 Million
Q2 2024

Aug 15, 2024

BUY
$34.55 - $45.89 $200,182 - $265,886
5,794 Added 44.98%
18,674 $856,000
Q1 2024

May 10, 2024

BUY
$31.18 - $36.41 $145,329 - $169,707
4,661 Added 56.71%
12,880 $460,000
Q4 2023

Feb 14, 2024

SELL
$25.15 - $32.26 $16,548 - $21,227
-658 Reduced 7.41%
8,219 $261,000
Q3 2023

Nov 16, 2023

BUY
$23.36 - $32.2 $207,366 - $285,839
8,877 New
8,877 $280,000

Others Institutions Holding STEP

About StepStone Group Inc.


  • Ticker STEP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 62,061,400
  • Market Cap $3.74B
  • Description
  • StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capi...
More about STEP
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