Creative Planning’s Crescent Biopharma CBIO Stock Holding History

Creative Planning’s Portfolio CBIO Stock Details CBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$15K	–	2894
2023 Q3	$15K	Hold	100	–	–	﹤0.01%	2612
2023 Q2	$17.4K	Hold	100	–	–	﹤0.01%	2513
2023 Q1	$12.6K	Buy	+100	New	+$22.5K	﹤0.01%	2451
2017 Q3	–	Sell	-20	Closed	-$22K	–	2617
2017 Q2	$22K	Buy	+20	New	+$16.5K	﹤0.01%	3117

Other funds holding CBIO

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

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

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CBIO Position: Q4 2023 in Review

Creative Planning sold out of Crescent Biopharma (CBIO) in Q4 2023, closing a stake of 100 shares — an estimated $15K sold.

Creative Planning first reported a position in CBIO in Q2 2017 and held it in 4 quarters. The position peaked at $22K in Q2 2017. 58 funds tracked by Wall St. Rank hold CBIO as of Q4 2023.

Creative Planning reported no remaining Crescent Biopharma position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 100 Crescent Biopharma shares in Q4 2023, an estimated $15K.
Creative Planning first reported a position in Crescent Biopharma in Q2 2017 and held it in 4 quarters.
Creative Planning's Crescent Biopharma position peaked at $22K in Q2 2017.
58 funds tracked by Wall St. Rank held Crescent Biopharma as of Q4 2023.

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