Creative Planning’s Enveric Biosciences ENVB Stock Holding History

Creative Planning’s Portfolio ENVB Stock Details ENVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2	Closed	-$4K	–	2358
2022 Q2	$4K	Hold	2	–	–	﹤0.01%	2231
2022 Q1	$6K	Hold	2	–	–	﹤0.01%	2228
2021 Q4	$16K	Hold	2	–	–	﹤0.01%	2047
2021 Q3	$36K	Hold	2	–	–	﹤0.01%	2019
2021 Q2	$42K	Buy	+2	New	+$42.9K	﹤0.01%	1953

Other funds holding ENVB

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's ENVB Position: Q3 2022 in Review

Creative Planning sold out of Enveric Biosciences (ENVB) in Q3 2022, closing a stake of 2 shares — an estimated $4K sold.

Creative Planning first reported a position in ENVB in Q2 2021 and held it in 5 quarters. The position peaked at $42K in Q2 2021. 9 funds tracked by Wall St. Rank hold ENVB as of Q3 2022.

Creative Planning reported no remaining Enveric Biosciences position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 2 Enveric Biosciences shares in Q3 2022, an estimated $4K.
Creative Planning first reported a position in Enveric Biosciences in Q2 2021 and held it in 5 quarters.
Creative Planning's Enveric Biosciences position peaked at $42K in Q2 2021.
9 funds tracked by Wall St. Rank held Enveric Biosciences as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.