Creative Planning
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Creative Planning’s Kyverna Therapeutics KYTX Stock Holding History

Creative Planning’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,028
Closed -$53.9K – 3685
2024
Q3 		$53.9K Buy
+11,028
New +$85K ﹤0.01% 3092

Other funds holding KYTX

VVA
Vida Ventures Advisors Boston, Massachusetts $29.4M AUM 93.58% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
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
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Planning's KYTX Position: Q4 2024 in Review

Creative Planning sold out of Kyverna Therapeutics (KYTX) in Q4 2024, closing a stake of 11,028 shares — an estimated $53.9K sold.

Creative Planning first reported a position in KYTX in Q3 2024 and held it in 1 quarter. The position peaked at $53.9K in Q3 2024. 88 funds tracked by Wall St. Rank hold KYTX as of Q4 2024.

  • Creative Planning reported no remaining Kyverna Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 11,028 Kyverna Therapeutics shares in Q4 2024, an estimated $53.9K.
  • Creative Planning first reported a position in Kyverna Therapeutics in Q3 2024 and held it in 1 quarter.
  • Creative Planning's Kyverna Therapeutics position peaked at $53.9K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q4 2024.

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