Creative Planning
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Creative Planning’s Biomerica BMRA Stock Holding History

Creative Planning’s Portfolio BMRA Stock Details BMRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,124
Closed -$122K – 2027
2020
Q1 		$122K Buy
+2,124
New +$64.8K ﹤0.01% 1490
2017
Q3 		– Sell
-6
Closed – – 2103
2017
Q2 		$0 Hold
6
– – ﹤0.01% 4622
2017
Q1 		$0 Hold
6
– – ﹤0.01% 4658
2016
Q4 		$0 Hold
6
– – ﹤0.01% 4622
2016
Q3 		$0 Buy
+6
New +$132 ﹤0.01% 4570

Other funds holding BMRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's BMRA Position: Q2 2020 in Review

Creative Planning sold out of Biomerica (BMRA) in Q2 2020, closing a stake of 2,124 shares — an estimated $122K sold.

Creative Planning first reported a position in BMRA in Q3 2016 and held it in 5 quarters. The position peaked at $122K in Q1 2020. 27 funds tracked by Wall St. Rank hold BMRA as of Q2 2020.

  • Creative Planning reported no remaining Biomerica position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 2,124 Biomerica shares in Q2 2020, an estimated $122K.
  • Creative Planning first reported a position in Biomerica in Q3 2016 and held it in 5 quarters.
  • Creative Planning's Biomerica position peaked at $122K in Q1 2020.
  • 27 funds tracked by Wall St. Rank held Biomerica as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.