Creative Planning’s Forte Biosciences FBRX Stock Holding History

Creative Planning’s Portfolio FBRX Stock Details FBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-29	Closed	-$72K	–	2028
2019 Q2	$72K	Hold	29	–	–	﹤0.01%	1778
2019 Q1	$117K	Buy	+29	New	+$112K	﹤0.01%	1677

Other funds holding FBRX

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

ICM

ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Creative Planning's FBRX Position: Q3 2019 in Review

Creative Planning sold out of Forte Biosciences (FBRX) in Q3 2019, closing a stake of 29 shares — an estimated $72K sold.

Creative Planning first reported a position in FBRX in Q1 2019 and held it in 2 quarters. The position peaked at $117K in Q1 2019. 58 funds tracked by Wall St. Rank hold FBRX as of Q3 2019.

Creative Planning reported no remaining Forte Biosciences position as of Q3 2019 after selling out during the quarter.
Creative Planning sold 29 Forte Biosciences shares in Q3 2019, an estimated $72K.
Creative Planning first reported a position in Forte Biosciences in Q1 2019 and held it in 2 quarters.
Creative Planning's Forte Biosciences position peaked at $117K in Q1 2019.
58 funds tracked by Wall St. Rank held Forte Biosciences as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.