Creative Planning
GRTS

Creative Planning’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Creative Planning’s Portfolio GRTS Stock Details GRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,910
Closed -$14.4K – 3705
2024
Q3 		$14.4K Hold
24,910
– – ﹤0.01% 3158
2024
Q2 		$15.4K Hold
24,910
– – ﹤0.01% 3000
2024
Q1 		$64K Hold
24,910
– – ﹤0.01% 2760
2023
Q4 		$50.8K Hold
24,910
– – ﹤0.01% 2644
2023
Q3 		$42.8K Hold
24,910
– – ﹤0.01% 2499
2023
Q2 		$48.6K Buy
24,910
+2,230
+10% +$5.22K ﹤0.01% 2441
2023
Q1 		$63K Sell
22,680
-2,270
-9% -$6.49K ﹤0.01% 2311
2022
Q4 		$86.1K Hold
24,950
– – ﹤0.01% 2165
2022
Q3 		$64K Hold
24,950
– – ﹤0.01% 2097
2022
Q2 		$60K Buy
24,950
+738
+3% +$1.94K ﹤0.01% 2033
2022
Q1 		$100K Buy
24,212
+9,960
+70% +$52.8K ﹤0.01% 1985
2021
Q4 		$183K Buy
+14,252
New +$158K ﹤0.01% 1887

Other funds holding GRTS

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Creative Planning's GRTS Position: Q4 2024 in Review

Creative Planning sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q4 2024, closing a stake of 24,910 shares — an estimated $14.4K sold.

Creative Planning first reported a position in GRTS in Q4 2021 and held it in 12 quarters. The position peaked at $183K in Q4 2021. 6 funds tracked by Wall St. Rank hold GRTS as of Q4 2024.

  • Creative Planning reported no remaining Gritstone bio, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 24,910 Gritstone bio, Inc. Common Stock shares in Q4 2024, an estimated $14.4K.
  • Creative Planning first reported a position in Gritstone bio, Inc. Common Stock in Q4 2021 and held it in 12 quarters.
  • Creative Planning's Gritstone bio, Inc. Common Stock position peaked at $183K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.