CFFP
MBAI

Center for Financial Planning’s Check-Cap MBAI Stock Holding History

Center for Financial Planning’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2
Closed – – 497
2021
Q2 		$0 Buy
+2
New +$63 ﹤0.01% 502

Other funds holding MBAI

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Center for Financial Planning's MBAI Position: Q3 2021 in Review

Center for Financial Planning sold out of Check-Cap (MBAI) in Q3 2021, closing a stake of 2 shares.

Center for Financial Planning first reported a position in MBAI in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 28 funds tracked by Wall St. Rank hold MBAI as of Q3 2021.

  • Center for Financial Planning reported no remaining Check-Cap position as of Q3 2021 after selling out during the quarter.
  • Center for Financial Planning sold 2 Check-Cap shares in Q3 2021.
  • Center for Financial Planning first reported a position in Check-Cap in Q2 2021 and held it in 1 quarter.
  • Center for Financial Planning's Check-Cap position peaked at $0 in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Check-Cap as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.