Creative Planning
IMGN

Creative Planning’s Immunogen Inc IMGN Stock Holding History

Creative Planning’s Portfolio IMGN Stock Details IMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,788
Closed -$883K – 3037
2023
Q4 		$883K Buy
29,788
+9,788
+49% +$195K ﹤0.01% 1302
2023
Q3 		$317K Buy
20,000
+3,181
+19% +$52.9K ﹤0.01% 1889
2023
Q2 		$317K Buy
+16,819
New +$199K ﹤0.01% 1867
2021
Q4 		– Sell
-279,963
Closed -$1.59M – 2239
2021
Q3 		$1.59M Buy
+279,963
New +$1.62M ﹤0.01% 757
2020
Q1 		– Sell
-28,786
Closed -$147K – 2129
2019
Q4 		$147K Buy
28,786
+15,662
+119% +$53.2K ﹤0.01% 1705
2019
Q3 		$32K Sell
13,124
-1,173
-8% -$3.11K ﹤0.01% 1827
2019
Q2 		$31K Sell
14,297
-55,937
-80% -$132K ﹤0.01% 1858
2019
Q1 		$190K Buy
70,234
+33,736
+92% +$146K ﹤0.01% 1605
2018
Q4 		$175K Buy
36,498
+12,298
+51% +$74.6K ﹤0.01% 1535
2018
Q3 		$229K Buy
24,200
+19
+0.1% +$183 ﹤0.01% 1587
2018
Q2 		$235K Buy
24,181
+11,589
+92% +$122K ﹤0.01% 1531
2018
Q1 		$132K Sell
12,592
-5,158
-29% -$50.9K ﹤0.01% 1699
2017
Q4 		$114K Sell
17,750
-18,000
-50% -$111K ﹤0.01% 1711
2017
Q3 		$273K Buy
35,750
+17,638
+97% +$117K ﹤0.01% 1385
2017
Q2 		$129K Sell
18,112
-35,332
-66% -$162K ﹤0.01% 1800
2017
Q1 		$207K Buy
53,444
+28,744
+116% +$83.9K ﹤0.01% 1471
2016
Q4 		$50K Sell
24,700
-2,718
-10% -$5.46K ﹤0.01% 2395
2016
Q3 		$73K Buy
27,418
+9,142
+50% +$26.6K ﹤0.01% 2077
2016
Q2 		$56K Buy
18,276
+671
+4% +$4.21K ﹤0.01% 2065
2016
Q1 		$150K Buy
17,605
+1,158
+7% +$9.8K ﹤0.01% 1379
2015
Q4 		$223K Sell
16,447
-1,168
-7% -$14.4K ﹤0.01% 1140
2015
Q3 		$169K Buy
17,615
+2,696
+18% +$39.4K ﹤0.01% 1287
2015
Q2 		$215K Buy
14,919
+619
+4% +$6.8K ﹤0.01% 853
2015
Q1 		$128K Buy
14,300
+145
+1% +$1.05K ﹤0.01% 1443
2014
Q4 		$86K Buy
14,155
+79
+0.6% +$722 ﹤0.01% 1625
2014
Q3 		$149K Buy
14,076
+576
+4% +$6.51K ﹤0.01% 1235
2014
Q2 		$160K Buy
13,500
+471
+4% +$5.91K ﹤0.01% 1155
2014
Q1 		$195K Sell
13,029
-2,771
-18% -$43.7K ﹤0.01% 1013
2013
Q4 		$232K Buy
15,800
+12,967
+458% +$199K ﹤0.01% 800
2013
Q3 		$48K Hold
2,833
– – ﹤0.01% 1540
2013
Q2 		$47K Buy
+2,833
New +$45.9K ﹤0.01% 1423

Other funds holding IMGN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's IMGN Position: Q1 2024 in Review

Creative Planning sold out of Immunogen Inc (IMGN) in Q1 2024, closing a stake of 29,788 shares — an estimated $883K sold.

Creative Planning first reported a position in IMGN in Q2 2013 and held it in 31 quarters. The position peaked at $1.59M in Q3 2021. 3 funds tracked by Wall St. Rank hold IMGN as of Q1 2024.

  • Creative Planning reported no remaining Immunogen Inc position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 29,788 Immunogen Inc shares in Q1 2024, an estimated $883K.
  • Creative Planning first reported a position in Immunogen Inc in Q2 2013 and held it in 31 quarters.
  • Creative Planning's Immunogen Inc position peaked at $1.59M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Immunogen Inc as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.