Creative Planning
BIOR

Creative Planning’s Biora Therapeutics, Inc. Common Stock BIOR Stock Holding History

Creative Planning’s Portfolio BIOR Stock Details BIOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,200
Closed -$84.7K – 3100
2023
Q2 		$84.7K Buy
2,200
+100
+5% +$3.53K ﹤0.01% 2376
2023
Q1 		$58.2K Buy
+2,100
New +$71.2K ﹤0.01% 2327

Other funds holding BIOR

ACM
Athyrium Capital Management New York $8.69M AUM 34.58% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
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
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Creative Planning's BIOR Position: Q3 2023 in Review

Creative Planning sold out of Biora Therapeutics, Inc. Common Stock (BIOR) in Q3 2023, closing a stake of 2,200 shares — an estimated $84.7K sold.

Creative Planning first reported a position in BIOR in Q1 2023 and held it in 2 quarters. The position peaked at $84.7K in Q2 2023. 24 funds tracked by Wall St. Rank hold BIOR as of Q3 2023.

  • Creative Planning reported no remaining Biora Therapeutics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 2,200 Biora Therapeutics, Inc. Common Stock shares in Q3 2023, an estimated $84.7K.
  • Creative Planning first reported a position in Biora Therapeutics, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Creative Planning's Biora Therapeutics, Inc. Common Stock position peaked at $84.7K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Biora Therapeutics, Inc. Common Stock as of Q3 2023.

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