Creative Planning
FONR

Creative Planning’s Fonar FONR Stock Holding History

Creative Planning’s Portfolio FONR Stock Details FONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-27,012
Closed -$489K – 2248
2021
Q1 		$489K Buy
+27,012
New +$510K ﹤0.01% 1458
2017
Q3 		– Sell
-302
Closed -$8K – 2527
2017
Q2 		$8K Buy
302
+300
+15,000% +$6.88K ﹤0.01% 3742
2017
Q1 		$0 Hold
2
– – ﹤0.01% 4729
2016
Q4 		$0 Sell
2
-2,470
-100% -$47.9K ﹤0.01% 4681
2016
Q3 		$51K Buy
2,472
+1,708
+224% +$36.1K ﹤0.01% 2339
2016
Q2 		$16K Buy
764
+762
+38,100% +$12.6K ﹤0.01% 2940
2016
Q1 		$0 Hold
2
– – ﹤0.01% 4388
2015
Q4 		$0 Sell
2
-520
-100% -$8.6K ﹤0.01% 4458
2015
Q3 		$7K Buy
+522
New +$5.43K ﹤0.01% 3427
2014
Q4 		– Sell
-434
Closed -$5K – 4218
2014
Q3 		$5K Buy
434
+400
+1,176% +$4.74K ﹤0.01% 3282
2014
Q2 		$0 Hold
34
– – ﹤0.01% 3834
2014
Q1 		$1K Hold
34
– – ﹤0.01% 3493
2013
Q4 		$1K Buy
+34
New +$468 ﹤0.01% 3206

Other funds holding FONR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Creative Planning's FONR Position: Q2 2021 in Review

Creative Planning sold out of Fonar (FONR) in Q2 2021, closing a stake of 27,012 shares — an estimated $489K sold.

Creative Planning first reported a position in FONR in Q4 2013 and held it in 13 quarters. The position peaked at $489K in Q1 2021. 59 funds tracked by Wall St. Rank hold FONR as of Q2 2021.

  • Creative Planning reported no remaining Fonar position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 27,012 Fonar shares in Q2 2021, an estimated $489K.
  • Creative Planning first reported a position in Fonar in Q4 2013 and held it in 13 quarters.
  • Creative Planning's Fonar position peaked at $489K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Fonar as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.