Creative Planning’s Athenex, Inc. Common Stock ATNX Stock Holding History

Creative Planning’s Portfolio ATNX Stock Details ATNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,501	Closed	-$1.01M	–	2166
2020 Q1	$1.01M	Sell	6,501 -332	-5%	-$83.6K	﹤0.01%	647
2019 Q4	$2.09M	Sell	6,833 -525	-7%	-$139K	0.01%	503
2019 Q3	$1.79M	Hold	7,358	–	–	0.01%	528
2019 Q2	$2.91M	Sell	7,358 -57	-0.8%	-$15.8K	0.01%	393
2019 Q1	$1.82M	Hold	7,415	–	–	0.01%	498
2018 Q4	$1.88M	Sell	7,415 -1,637	-18%	-$417K	0.01%	434
2018 Q3	$2.81M	Hold	9,052	–	–	0.01%	393
2018 Q2	$3.38M	Hold	9,052	–	–	0.01%	347
2018 Q1	$3.08M	Buy	9,052 +7,843	+649%	+$2.49M	0.01%	356
2017 Q4	$385K	Sell	1,209 -8,138	-87%	-$2.79M	﹤0.01%	1224
2017 Q3	$3.27M	Buy	9,347 +6,002	+179%	+$2.03M	0.02%	323
2017 Q2	$1.07M	Buy	+3,345	New	+$1.01M	0.01%	659

Other funds holding ATNX

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

KCM

Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's ATNX Position: Q2 2020 in Review

Creative Planning sold out of Athenex, Inc. Common Stock (ATNX) in Q2 2020, closing a stake of 6,501 shares — an estimated $1.01M sold.

Creative Planning first reported a position in ATNX in Q2 2017 and held it in 12 quarters. The position peaked at $3.38M in Q2 2018. 104 funds tracked by Wall St. Rank hold ATNX as of Q2 2020.

Creative Planning reported no remaining Athenex, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 6,501 Athenex, Inc. Common Stock shares in Q2 2020, an estimated $1.01M.
Creative Planning first reported a position in Athenex, Inc. Common Stock in Q2 2017 and held it in 12 quarters.
Creative Planning's Athenex, Inc. Common Stock position peaked at $3.38M in Q2 2018.
104 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.