Creative Planning
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Creative Planning’s Karyopharm Therapeutics KPTI Stock Holding History

Creative Planning’s Portfolio KPTI Stock Details KPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-773
Closed -$10K – 2971
2023
Q4 		$10K Hold
773
– – ﹤0.01% 2718
2023
Q3 		$15.5K Hold
773
– – ﹤0.01% 2607
2023
Q2 		$20.8K Hold
773
– – ﹤0.01% 2505
2023
Q1 		$45.1K Hold
773
– – ﹤0.01% 2359
2022
Q4 		$39.4K Hold
773
– – ﹤0.01% 2254
2022
Q3 		$63K Hold
773
– – ﹤0.01% 2100
2022
Q2 		$52K Sell
773
-100
-11% -$9.17K ﹤0.01% 2048
2022
Q1 		$97K Hold
873
– – ﹤0.01% 1990
2021
Q4 		$84K Sell
873
-200
-19% -$19.9K ﹤0.01% 1966
2021
Q3 		$94K Hold
1,073
– – ﹤0.01% 1949
2021
Q2 		$166K Sell
1,073
-1,246
-54% -$181K ﹤0.01% 1824
2021
Q1 		$366K Sell
2,319
-1,222
-35% -$257K ﹤0.01% 1655
2020
Q4 		$822K Buy
3,541
+2,363
+201% +$548K ﹤0.01% 1047
2020
Q3 		$258K Buy
+1,178
New +$288K ﹤0.01% 1522
2019
Q4 		– Sell
-13,597
Closed -$1.96M – 2062
2019
Q3 		$1.96M Buy
+13,597
New +$1.84M 0.01% 499
2017
Q3 		– Sell
-333
Closed -$45K – 2869
2017
Q2 		$45K Hold
333
– – ﹤0.01% 2600
2017
Q1 		$64K Sell
333
-47
-12% -$7.54K ﹤0.01% 2292
2016
Q4 		$54K Buy
380
+47
+14% +$6.36K ﹤0.01% 2333
2016
Q3 		$49K Hold
333
– – ﹤0.01% 2377
2016
Q2 		$34K Hold
333
– – ﹤0.01% 2409
2016
Q1 		$45K Sell
333
-2
-0.6% -$221 ﹤0.01% 2176
2015
Q4 		$67K Hold
335
– – ﹤0.01% 1883
2015
Q3 		$53K Buy
+335
New +$89.6K ﹤0.01% 2006
2015
Q2 		– Sell
-2
Closed -$1K – 2115
2015
Q1 		$1K Sell
2
-33
-94% -$14.2K ﹤0.01% 4034
2014
Q4 		$20K Buy
+35
New +$19.9K ﹤0.01% 2658

Other funds holding KPTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's KPTI Position: Q1 2024 in Review

Creative Planning sold out of Karyopharm Therapeutics (KPTI) in Q1 2024, closing a stake of 773 shares — an estimated $10K sold.

Creative Planning first reported a position in KPTI in Q4 2014 and held it in 25 quarters. The position peaked at $1.96M in Q3 2019. 113 funds tracked by Wall St. Rank hold KPTI as of Q1 2024.

  • Creative Planning reported no remaining Karyopharm Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 773 Karyopharm Therapeutics shares in Q1 2024, an estimated $10K.
  • Creative Planning first reported a position in Karyopharm Therapeutics in Q4 2014 and held it in 25 quarters.
  • Creative Planning's Karyopharm Therapeutics position peaked at $1.96M in Q3 2019.
  • 113 funds tracked by Wall St. Rank held Karyopharm Therapeutics as of Q1 2024.

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