Creative Planning
AXDX

Creative Planning’s Accelerate Diagnostics AXDX Stock Holding History

Creative Planning’s Portfolio AXDX Stock Details AXDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-316
Closed -$86K – 2029
2017
Q2 		$86K Buy
316
+23
+8% +$6.23K ﹤0.01% 2088
2017
Q1 		$71K Buy
293
+19
+7% +$4.34K ﹤0.01% 2195
2016
Q4 		$57K Sell
274
-10
-4% -$2.37K ﹤0.01% 2284
2016
Q3 		$77K Buy
284
+36
+15% +$7.96K ﹤0.01% 2033
2016
Q2 		$36K Buy
248
+63
+34% +$8.45K ﹤0.01% 2364
2016
Q1 		$27K Buy
+185
New +$26.1K ﹤0.01% 2531
2015
Q1 		– Sell
-150
Closed -$29K – 4201
2014
Q4 		$29K Sell
150
-1,120
-88% -$240K ﹤0.01% 2369
2014
Q3 		$273K Buy
1,270
+330
+35% +$64.2K ﹤0.01% 911
2014
Q2 		$244K Buy
940
+880
+1,467% +$192K ﹤0.01% 937
2014
Q1 		$13K Buy
+60
New +$8.89K ﹤0.01% 2612
2013
Q4 		– Sell
-10
Closed -$1K – 3311
2013
Q3 		$1K Hold
10
– – ﹤0.01% 3074
2013
Q2 		$1K Buy
+10
New +$742 ﹤0.01% 2924

Other funds holding AXDX

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
MGM
Miura Global Management New York $43.8M AUM 53.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return