Creative Planning
IMV

Creative Planning’s IMV Inc. Common Shares IMV Stock Holding History

Creative Planning’s Portfolio IMV Stock Details IMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,000
Closed -$156K – 2304
2020
Q2 		$156K Buy
+5,000
New +$126K ﹤0.01% 1584

Other funds holding IMV

RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

Creative Planning's IMV Position: Q3 2020 in Review

Creative Planning sold out of IMV Inc. Common Shares (IMV) in Q3 2020, closing a stake of 5,000 shares — an estimated $156K sold.

Creative Planning first reported a position in IMV in Q2 2020 and held it in 1 quarter. The position peaked at $156K in Q2 2020. 38 funds tracked by Wall St. Rank hold IMV as of Q3 2020.

  • Creative Planning reported no remaining IMV Inc. Common Shares position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 5,000 IMV Inc. Common Shares shares in Q3 2020, an estimated $156K.
  • Creative Planning first reported a position in IMV Inc. Common Shares in Q2 2020 and held it in 1 quarter.
  • Creative Planning's IMV Inc. Common Shares position peaked at $156K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held IMV Inc. Common Shares as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.