Creative Planning’s Cymabay Therapeutics CBAY Stock Holding History

Creative Planning’s Portfolio CBAY Stock Details CBAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-231	Closed	-$2.02K	–	2877
2023 Q1	$2.02K	Buy	+231	New	+$1.85K	﹤0.01%	2519
2021 Q1	–	Sell	-12,449	Closed	-$71K	–	2756
2020 Q4	$71K	Sell	12,449 -24,916	-67%	-$189K	﹤0.01%	2069
2020 Q3	$271K	Buy	+37,365	New	+$200K	﹤0.01%	1484
2017 Q1	–	Sell	-4,000	Closed	-$7K	–	4965
2016 Q4	$7K	Buy	+4,000	New	+$7.06K	﹤0.01%	3795
2015 Q4	–	Sell	-12,000	Closed	-$23K	–	4627
2015 Q3	$23K	Buy	+12,000	New	+$32.7K	﹤0.01%	2631

Other funds holding CBAY

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Creative Planning's CBAY Position: Q2 2023 in Review

Creative Planning sold out of Cymabay Therapeutics (CBAY) in Q2 2023, closing a stake of 231 shares — an estimated $2.02K sold.

Creative Planning first reported a position in CBAY in Q3 2015 and held it in 5 quarters. The position peaked at $271K in Q3 2020. 151 funds tracked by Wall St. Rank hold CBAY as of Q2 2023.

Creative Planning reported no remaining Cymabay Therapeutics position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 231 Cymabay Therapeutics shares in Q2 2023, an estimated $2.02K.
Creative Planning first reported a position in Cymabay Therapeutics in Q3 2015 and held it in 5 quarters.
Creative Planning's Cymabay Therapeutics position peaked at $271K in Q3 2020.
151 funds tracked by Wall St. Rank held Cymabay Therapeutics as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.