Aaron Wealth Advisors’s Creative Medical Technology CELZ Stock Holding History

Aaron Wealth Advisors’s Portfolio CELZ Stock Details CELZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,570	Closed	-$60.7K	–	456
2024 Q3	$60.7K	Hold	19,570	–	–	0.01%	422
2024 Q2	$75.3K	Buy	19,570 +3,170	+19%	+$14.3K	0.01%	319
2024 Q1	$85.4K	Buy	+16,400	New	+$76.3K	0.01%	306
2023 Q1	–	Sell	-10,000	Closed	-$38.1K	–	254
2022 Q4	$38.1K	Buy	+10,000	New	+$41.2K	0.01%	242

Other funds holding CELZ

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

TRCT

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

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

Aaron Wealth Advisors's CELZ Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of Creative Medical Technology (CELZ) in Q4 2024, closing a stake of 19,570 shares — an estimated $60.7K sold.

Aaron Wealth Advisors first reported a position in CELZ in Q4 2022 and held it in 4 quarters. The position peaked at $85.4K in Q1 2024. 8 funds tracked by Wall St. Rank hold CELZ as of Q4 2024.

Aaron Wealth Advisors reported no remaining Creative Medical Technology position as of Q4 2024 after selling out during the quarter.
Aaron Wealth Advisors sold 19,570 Creative Medical Technology shares in Q4 2024, an estimated $60.7K.
Aaron Wealth Advisors first reported a position in Creative Medical Technology in Q4 2022 and held it in 4 quarters.
Aaron Wealth Advisors's Creative Medical Technology position peaked at $85.4K in Q1 2024.
8 funds tracked by Wall St. Rank held Creative Medical Technology as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.