Creative Planning’s Cibus CBUS Stock Holding History

Creative Planning’s Portfolio CBUS Stock Details CBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,624	Closed	-$212K	–	2803
2023 Q3	$212K	Hold	11,624	–	–	﹤0.01%	2196
2023 Q2	$122K	Buy	+11,624	New	+$209K	﹤0.01%	2313

Other funds holding CBUS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Creative Planning's CBUS Position: Q4 2023 in Review

Creative Planning sold out of Cibus (CBUS) in Q4 2023, closing a stake of 11,624 shares — an estimated $212K sold.

Creative Planning first reported a position in CBUS in Q2 2023 and held it in 2 quarters. The position peaked at $212K in Q3 2023. 35 funds tracked by Wall St. Rank hold CBUS as of Q4 2023.

Creative Planning reported no remaining Cibus position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 11,624 Cibus shares in Q4 2023, an estimated $212K.
Creative Planning first reported a position in Cibus in Q2 2023 and held it in 2 quarters.
Creative Planning's Cibus position peaked at $212K in Q3 2023.
35 funds tracked by Wall St. Rank held Cibus as of Q4 2023.

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