Creative Planning’s BeyondSpring BYSI Stock Holding History

Creative Planning’s Portfolio BYSI Stock Details BYSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,800	Closed	-$8.64K	–	2798
2023 Q3	$8.64K	Buy	+10,800	New	+$10.6K	﹤0.01%	2665

Other funds holding BYSI

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Capstone Capital Henderson, Nevada $175M AUM 22.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

Tanaka Capital Management New York $59.9M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BYSI Position: Q4 2023 in Review

Creative Planning sold out of BeyondSpring (BYSI) in Q4 2023, closing a stake of 10,800 shares — an estimated $8.64K sold.

Creative Planning first reported a position in BYSI in Q3 2023 and held it in 1 quarter. The position peaked at $8.64K in Q3 2023. 21 funds tracked by Wall St. Rank hold BYSI as of Q4 2023.

Creative Planning reported no remaining BeyondSpring position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 10,800 BeyondSpring shares in Q4 2023, an estimated $8.64K.
Creative Planning first reported a position in BeyondSpring in Q3 2023 and held it in 1 quarter.
Creative Planning's BeyondSpring position peaked at $8.64K in Q3 2023.
21 funds tracked by Wall St. Rank held BeyondSpring as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.