Creative Planning’s Co-Diagnostics CODX Stock Holding History

Creative Planning’s Portfolio CODX Stock Details CODX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,745	Closed	-$801K	–	2111
2021 Q3	$801K	Buy	2,745 +1,450	+112%	+$423K	﹤0.01%	1053
2021 Q2	$321K	Sell	1,295 -268	-17%	-$68.9K	﹤0.01%	1527
2021 Q1	$447K	Buy	1,563 +953	+156%	+$380K	﹤0.01%	1514
2020 Q4	$170K	Sell	610 -499	-45%	-$185K	﹤0.01%	1950
2020 Q3	$452K	Buy	1,109 +515	+87%	+$265K	﹤0.01%	1183
2020 Q2	$345K	Buy	+594	New	+$271K	﹤0.01%	1230

Other funds holding CODX

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's CODX Position: Q4 2021 in Review

Creative Planning sold out of Co-Diagnostics (CODX) in Q4 2021, closing a stake of 2,745 shares — an estimated $801K sold.

Creative Planning first reported a position in CODX in Q2 2020 and held it in 6 quarters. The position peaked at $801K in Q3 2021. 77 funds tracked by Wall St. Rank hold CODX as of Q4 2021.

Creative Planning reported no remaining Co-Diagnostics position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 2,745 Co-Diagnostics shares in Q4 2021, an estimated $801K.
Creative Planning first reported a position in Co-Diagnostics in Q2 2020 and held it in 6 quarters.
Creative Planning's Co-Diagnostics position peaked at $801K in Q3 2021.
77 funds tracked by Wall St. Rank held Co-Diagnostics as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.