Creative Planning’s Adial Pharmaceuticals ADIL Stock Holding History

Creative Planning’s Portfolio ADIL Stock Details ADIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16	Closed	-$2.08K	–	2905
2023 Q2	$2.08K	Buy	+16	New	+$2.89K	﹤0.01%	2598
2021 Q2	–	Sell	-16	Closed	-$24K	–	2060
2021 Q1	$24K	Buy	+16	New	+$24.2K	﹤0.01%	2422

Other funds holding ADIL

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Creative Planning's ADIL Position: Q3 2023 in Review

Creative Planning sold out of Adial Pharmaceuticals (ADIL) in Q3 2023, closing a stake of 16 shares — an estimated $2.08K sold.

Creative Planning first reported a position in ADIL in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 8 funds tracked by Wall St. Rank hold ADIL as of Q3 2023.

Creative Planning reported no remaining Adial Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 16 Adial Pharmaceuticals shares in Q3 2023, an estimated $2.08K.
Creative Planning first reported a position in Adial Pharmaceuticals in Q1 2021 and held it in 2 quarters.
Creative Planning's Adial Pharmaceuticals position peaked at $24K in Q1 2021.
8 funds tracked by Wall St. Rank held Adial Pharmaceuticals as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.