Creative Planning
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Creative Planning’s Coherus Oncology CHRS Stock Holding History

Creative Planning’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.9K Buy
+14,744
New +$26.2K ﹤0.01% 4038
2024
Q1 		– Sell
-15,150
Closed -$50.5K – 2940
2023
Q4 		$50.5K Buy
+15,150
New +$40.6K ﹤0.01% 2645
2017
Q3 		– Sell
-200
Closed -$3K – 2197
2017
Q2 		$3K Buy
+200
New +$3.85K ﹤0.01% 4161
2017
Q1 		– Sell
-1,097
Closed -$31K – 4668
2016
Q4 		$31K Buy
+1,097
New +$30.7K ﹤0.01% 2758

Other funds holding CHRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return