Creative Planning
BCLI

Creative Planning’s BRAINSTORM CELL THERAPUTC BCLI Stock Holding History

Creative Planning’s Portfolio BCLI Stock Details BCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-923
Closed -$3.19K – 3594
2024
Q3 		$3.19K Sell
923
-472
-34% -$2.23K ﹤0.01% 3181
2024
Q2 		$7.08K Sell
1,395
-53
-4% -$397 ﹤0.01% 3022
2024
Q1 		$12.3K Buy
1,448
+47
+3% +$258 ﹤0.01% 2860
2023
Q4 		$5.74K Buy
1,401
+325
+30% +$974 ﹤0.01% 2729
2023
Q3 		$3.23K Hold
1,076
– – ﹤0.01% 2769
2023
Q2 		$33.2K Buy
1,076
+143
+15% +$5.93K ﹤0.01% 2473
2023
Q1 		$46.2K Sell
933
-779
-46% -$22.6K ﹤0.01% 2354
2022
Q4 		$42.1K Sell
1,712
-333
-16% -$12.4K ﹤0.01% 2244
2022
Q3 		$136K Buy
+2,045
New +$103K ﹤0.01% 1986
2021
Q1 		– Sell
-2,413
Closed -$164K – 2615
2020
Q4 		$164K Buy
2,413
+680
+39% +$92.6K ﹤0.01% 1954
2020
Q3 		$440K Sell
1,733
-334
-16% -$68.4K ﹤0.01% 1197
2020
Q2 		$348K Buy
+2,067
New +$223K ﹤0.01% 1223
2017
Q1 		– Sell
-67
Closed -$3K – 4649
2016
Q4 		$3K Hold
67
– – ﹤0.01% 4127
2016
Q3 		$2K Hold
67
– – ﹤0.01% 4201
2016
Q2 		$2K Hold
67
– – ﹤0.01% 3981
2016
Q1 		$3K Hold
67
– – ﹤0.01% 3784
2015
Q4 		$3K Hold
67
– – ﹤0.01% 3884
2015
Q3 		$2K Buy
+67
New +$3.15K ﹤0.01% 3915
2015
Q2 		– Sell
-67
Closed -$4K – 1272
2015
Q1 		$4K Buy
+67
New +$4.24K ﹤0.01% 3609

Other funds holding BCLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's BCLI Position: Q4 2024 in Review

Creative Planning sold out of BRAINSTORM CELL THERAPUTC (BCLI) in Q4 2024, closing a stake of 923 shares — an estimated $3.19K sold.

Creative Planning first reported a position in BCLI in Q1 2015 and held it in 19 quarters. The position peaked at $440K in Q3 2020. 34 funds tracked by Wall St. Rank hold BCLI as of Q4 2024.

  • Creative Planning reported no remaining BRAINSTORM CELL THERAPUTC position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 923 BRAINSTORM CELL THERAPUTC shares in Q4 2024, an estimated $3.19K.
  • Creative Planning first reported a position in BRAINSTORM CELL THERAPUTC in Q1 2015 and held it in 19 quarters.
  • Creative Planning's BRAINSTORM CELL THERAPUTC position peaked at $440K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held BRAINSTORM CELL THERAPUTC as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.