Question 1

How many shares of USX does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of USX (U S XPRESS ENTERPRISES INC) before exiting the position in 2023-Q3.

Question 2

What is Creative Planning's USX position worth?

Accepted Answer

Creative Planning's USX position was last reported at $0 in 2023-Q3 before the exit.

Question 3

Is Creative Planning buying or selling USX?

Accepted Answer

In 2023-Q3, Creative Planning exited their USX position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy USX?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in USX in 2021-Q2. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q2	Unchanged	20,001	0.0%	$122,806	0.0%	—	0
2023-Q1	New	20,001	-	$118,806	0.0%	—	30
2022-Q1	Exited	0	-100.0%	$0	0.0%	—	0
2021-Q4	Unchanged	10,338	0.0%	$61,000	0.0%	—	0
2021-Q3	Unchanged	10,338	0.0%	$89,000	0.0%	—	0
2021-Q2	New	10,338	-	$89,000	0.0%	—	30

USX7 quarters

USX
7 quarters