Creative Planning’s Azora Therapeutics, Inc. Common Stock AZR Stock Holding History

Creative Planning’s Portfolio AZR Stock Details AZR 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 AZR

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Creative Planning's AZR Position: Q3 2023 in Review

Creative Planning sold out of Azora Therapeutics, Inc. Common Stock (AZR) in Q3 2023, closing a stake of 16 shares — an estimated $2.08K sold.

Creative Planning first reported a position in AZR in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 9 funds tracked by Wall St. Rank hold AZR as of Q3 2023.

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

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