Creative Planning
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Creative Planning’s AYTU BioPharma AYTU Stock Holding History

Creative Planning’s Portfolio AYTU Stock Details AYTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-650
Closed -$37K – 2092
2021
Q3 		$37K Buy
+650
New +$48.8K ﹤0.01% 2017
2020
Q4 		– Sell
-147
Closed -$35K – 2351
2020
Q3 		$35K Buy
147
+33
+29% +$8.48K ﹤0.01% 1935
2020
Q2 		$32K Buy
+114
New +$34.5K ﹤0.01% 1796

Other funds holding AYTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's AYTU Position: Q4 2021 in Review

Creative Planning sold out of AYTU BioPharma (AYTU) in Q4 2021, closing a stake of 650 shares — an estimated $37K sold.

Creative Planning first reported a position in AYTU in Q2 2020 and held it in 3 quarters. The position peaked at $37K in Q3 2021. 37 funds tracked by Wall St. Rank hold AYTU as of Q4 2021.

  • Creative Planning reported no remaining AYTU BioPharma position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 650 AYTU BioPharma shares in Q4 2021, an estimated $37K.
  • Creative Planning first reported a position in AYTU BioPharma in Q2 2020 and held it in 3 quarters.
  • Creative Planning's AYTU BioPharma position peaked at $37K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held AYTU BioPharma as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.