Creative Planning
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Creative Planning’s Avalo Therapeutics AVTX Stock Holding History

Creative Planning’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$10K – 2320
2022
Q2 		$10K Hold
7
– – ﹤0.01% 2191
2022
Q1 		$15K Hold
7
– – ﹤0.01% 2165
2021
Q4 		$35K Buy
7
+2
+40% +$12K ﹤0.01% 2016
2021
Q3 		$32K Buy
5
+1
+25% +$8.11K ﹤0.01% 2024
2021
Q2 		$42K Hold
4
– – ﹤0.01% 1952
2021
Q1 		$38K Buy
+4
New +$37.8K ﹤0.01% 2385

Other funds holding AVTX

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Creative Planning's AVTX Position: Q3 2022 in Review

Creative Planning sold out of Avalo Therapeutics (AVTX) in Q3 2022, closing a stake of 7 shares — an estimated $10K sold.

Creative Planning first reported a position in AVTX in Q1 2021 and held it in 6 quarters. The position peaked at $42K in Q2 2021. 18 funds tracked by Wall St. Rank hold AVTX as of Q3 2022.

  • Creative Planning reported no remaining Avalo Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 7 Avalo Therapeutics shares in Q3 2022, an estimated $10K.
  • Creative Planning first reported a position in Avalo Therapeutics in Q1 2021 and held it in 6 quarters.
  • Creative Planning's Avalo Therapeutics position peaked at $42K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.