Creative Planning’s DermTech, Inc. Common Stock DMTK Stock Holding History

Creative Planning’s Portfolio DMTK Stock Details DMTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17	Closed	-$25	–	3133
2023 Q3	$25	Buy	+17	New	+$43	﹤0.01%	2894
2021 Q2	–	Sell	-39,255	Closed	-$1.99M	–	2660
2021 Q1	$1.99M	Buy	39,255 +15,136	+63%	+$792K	﹤0.01%	728
2020 Q4	$782K	Buy	+24,119	New	+$342K	﹤0.01%	1070

Other funds holding DMTK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Triatomic Management Palo Alto, California $3.39M AUM 3.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Creative Planning's DMTK Position: Q4 2023 in Review

Creative Planning sold out of DermTech, Inc. Common Stock (DMTK) in Q4 2023, closing a stake of 17 shares — an estimated $25 sold.

Creative Planning first reported a position in DMTK in Q4 2020 and held it in 3 quarters. The position peaked at $1.99M in Q1 2021. 77 funds tracked by Wall St. Rank hold DMTK as of Q4 2023.

Creative Planning reported no remaining DermTech, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 17 DermTech, Inc. Common Stock shares in Q4 2023, an estimated $25.
Creative Planning first reported a position in DermTech, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
Creative Planning's DermTech, Inc. Common Stock position peaked at $1.99M in Q1 2021.
77 funds tracked by Wall St. Rank held DermTech, Inc. Common Stock as of Q4 2023.

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