Creative Planning’s Evofem Biosciences, Inc. Common Stock EVFM Stock Holding History

Creative Planning’s Portfolio EVFM Stock Details EVFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,356	Closed	-$12K	–	2490
2022 Q2	$12K	Buy	+10,356	New	+$17.1K	﹤0.01%	2185
2021 Q1	–	Sell	-1,828	Closed	-$66K	–	2778
2020 Q4	$66K	Buy	+1,828	New	+$66.1K	﹤0.01%	2075

Other funds holding EVFM

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Creative Planning's EVFM Position: Q3 2022 in Review

Creative Planning sold out of Evofem Biosciences, Inc. Common Stock (EVFM) in Q3 2022, closing a stake of 10,356 shares — an estimated $12K sold.

Creative Planning first reported a position in EVFM in Q4 2020 and held it in 2 quarters. The position peaked at $66K in Q4 2020. 8 funds tracked by Wall St. Rank hold EVFM as of Q3 2022.

Creative Planning reported no remaining Evofem Biosciences, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 10,356 Evofem Biosciences, Inc. Common Stock shares in Q3 2022, an estimated $12K.
Creative Planning first reported a position in Evofem Biosciences, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
Creative Planning's Evofem Biosciences, Inc. Common Stock position peaked at $66K in Q4 2020.
8 funds tracked by Wall St. Rank held Evofem Biosciences, Inc. Common Stock as of Q3 2022.

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