Creative Planning’s Insight Molecular Diagnostics IMDX Stock Holding History

Creative Planning’s Portfolio IMDX Stock Details IMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-607	Closed	-$2.79K	–	2996
2023 Q2	$2.79K	Buy	+607	New	+$3.06K	﹤0.01%	2586
2023 Q1	–	Sell	-930	Closed	-$5.97K	–	2733
2022 Q4	$5.97K	Hold	930	–	–	﹤0.01%	2385
2022 Q3	$14K	Hold	930	–	–	﹤0.01%	2205
2022 Q2	$17K	Buy	930 +165	+22%	+$3.75K	﹤0.01%	2157
2022 Q1	$23K	Hold	765	–	–	﹤0.01%	2126
2021 Q4	$33K	Buy	+765	New	+$44K	﹤0.01%	2021
2017 Q3	–	Sell	-13	Closed	-$1K	–	3118
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	4469
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	4476
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	4288
2016 Q3	$1K	Hold	13	–	–	﹤0.01%	4421
2016 Q2	$1K	Sell	13 -3	-19%	-$280	﹤0.01%	4192
2016 Q1	$1K	Buy	+16	New	+$1.42K	﹤0.01%	4150

Other funds holding IMDX

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's IMDX Position: Q3 2023 in Review

Creative Planning sold out of Insight Molecular Diagnostics (IMDX) in Q3 2023, closing a stake of 607 shares — an estimated $2.79K sold.

Creative Planning first reported a position in IMDX in Q1 2016 and held it in 12 quarters. The position peaked at $33K in Q4 2021. 30 funds tracked by Wall St. Rank hold IMDX as of Q3 2023.

Creative Planning reported no remaining Insight Molecular Diagnostics position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 607 Insight Molecular Diagnostics shares in Q3 2023, an estimated $2.79K.
Creative Planning first reported a position in Insight Molecular Diagnostics in Q1 2016 and held it in 12 quarters.
Creative Planning's Insight Molecular Diagnostics position peaked at $33K in Q4 2021.
30 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.