Creative Planning
ITOS

Creative Planning’s iTeos Therapeutics ITOS Stock Holding History

Creative Planning’s Portfolio ITOS Stock Details ITOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,636
Closed -$200K – 3639
2024
Q3 		$200K Buy
19,636
+1,196
+6% +$18.2K ﹤0.01% 2839
2024
Q2 		$274K Sell
18,440
-2,202
-11% -$31.5K ﹤0.01% 2435
2024
Q1 		$282K Buy
20,642
+2,444
+13% +$26.6K ﹤0.01% 2308
2023
Q4 		$199K Buy
+18,198
New +$180K ﹤0.01% 2437

Other funds holding ITOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

Creative Planning's ITOS Position: Q4 2024 in Review

Creative Planning sold out of iTeos Therapeutics (ITOS) in Q4 2024, closing a stake of 19,636 shares — an estimated $200K sold.

Creative Planning first reported a position in ITOS in Q4 2023 and held it in 4 quarters. The position peaked at $282K in Q1 2024. 136 funds tracked by Wall St. Rank hold ITOS as of Q4 2024.

  • Creative Planning reported no remaining iTeos Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 19,636 iTeos Therapeutics shares in Q4 2024, an estimated $200K.
  • Creative Planning first reported a position in iTeos Therapeutics in Q4 2023 and held it in 4 quarters.
  • Creative Planning's iTeos Therapeutics position peaked at $282K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held iTeos Therapeutics as of Q4 2024.

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