Creative Planning’s CervoMed CRVO Stock Holding History

Creative Planning’s Portfolio CRVO Stock Details CRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-269	Closed	-$9K	–	1907
2019 Q4	$9K	Buy	+269	New	+$16.4K	﹤0.01%	1912

Other funds holding CRVO

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SRCM

Swift Run Capital Management Charlottesville, Virginia $51.8M AUM 6.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Creative Planning's CRVO Position: Q1 2020 in Review

Creative Planning sold out of CervoMed (CRVO) in Q1 2020, closing a stake of 269 shares — an estimated $9K sold.

Creative Planning first reported a position in CRVO in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 17 funds tracked by Wall St. Rank hold CRVO as of Q1 2020.

Creative Planning reported no remaining CervoMed position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 269 CervoMed shares in Q1 2020, an estimated $9K.
Creative Planning first reported a position in CervoMed in Q4 2019 and held it in 1 quarter.
Creative Planning's CervoMed position peaked at $9K in Q4 2019.
17 funds tracked by Wall St. Rank held CervoMed as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.