Creative Planning’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,305
| Closed | -$350K | – | 3787 |
|
|
2024
Q4 | $350K | Buy |
28,305
+8,127
| +40% | +$93.1K | ﹤0.01% | 2538 |
|
|
2024
Q3 | $230K | Buy |
20,178
+6,672
| +49% | +$67K | ﹤0.01% | 2736 |
|
|
2024
Q2 | $96.4K | Buy |
+13,506
| New | +$103K | ﹤0.01% | 2843 |
|
|
2017
Q3 | – | Sell |
-2,600
| Closed | -$11K | – | 3821 |
|
|
2017
Q2 | $11K | Buy |
2,600
+100
| +4% | +$409 | ﹤0.01% | 3591 |
|
|
2017
Q1 | $11K | Buy |
2,500
+786
| +46% | +$2.63K | ﹤0.01% | 3553 |
|
|
2016
Q4 | $4K | Buy |
1,714
+1,428
| +499% | +$3.34K | ﹤0.01% | 4076 |
|
|
2016
Q3 | $1K | Sell |
286
-1,143
| -80% | -$3.07K | ﹤0.01% | 4462 |
|
|
2016
Q2 | $4K | Sell |
1,429
-314
| -18% | -$875 | ﹤0.01% | 3789 |
|
|
2016
Q1 | $5K | Sell |
1,743
-1,857
| -52% | -$9.94K | ﹤0.01% | 3617 |
|
|
2015
Q4 | $29K | Buy |
3,600
+3,286
| +1,046% | +$26.5K | ﹤0.01% | 2579 |
|
|
2015
Q3 | $2K | Buy |
+314
| New | +$2.62K | ﹤0.01% | 3992 |
|
|
2015
Q2 | – | Sell |
-214
| Closed | -$2K | – | 3124 |
|
|
2015
Q1 | $2K | Hold |
214
| – | – | ﹤0.01% | 3917 |
|
|
2014
Q4 | $2K | Sell |
214
-429
| -67% | -$4.32K | ﹤0.01% | 3863 |
|
|
2014
Q3 | $6K | Hold |
643
| – | – | ﹤0.01% | 3225 |
|
|
2014
Q2 | $8K | Hold |
643
| – | – | ﹤0.01% | 3006 |
|
|
2014
Q1 | $9K | Buy |
643
+24
| +4% | +$316 | ﹤0.01% | 2819 |
|
|
2013
Q4 | $6K | Hold |
619
| – | – | ﹤0.01% | 2788 |
|
|
2013
Q3 | $6K | Hold |
619
| – | – | ﹤0.01% | 2680 |
|
|
2013
Q2 | $6K | Buy |
+619
| New | +$6.49K | ﹤0.01% | 2494 |
|
Other funds holding CDMO
Creative Planning's CDMO Position: Q1 2025 in Review
Creative Planning sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2025, closing a stake of 28,305 shares — an estimated $350K sold.
Creative Planning first reported a position in CDMO in Q2 2013 and held it in 19 quarters. The position peaked at $350K in Q4 2024. 2 funds tracked by Wall St. Rank hold CDMO as of Q1 2025.
- Creative Planning reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
- Creative Planning sold 28,305 Avid Bioservices, Inc. Common Stock shares in Q1 2025, an estimated $350K.
- Creative Planning first reported a position in Avid Bioservices, Inc. Common Stock in Q2 2013 and held it in 19 quarters.
- Creative Planning's Avid Bioservices, Inc. Common Stock position peaked at $350K in Q4 2024.
- 2 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2025.
Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.