Creative Planning’s Lakefront Biotherapeutics American Depositary Shares LKFT Stock Holding History

Creative Planning’s Portfolio LKFT Stock Details LKFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,963	Closed	-$576K	–	3570
2024 Q4	$576K	Sell	20,963 -907	-4%	-$25.3K	﹤0.01%	2093
2024 Q3	$630K	Buy	21,870 +3,463	+19%	+$94.3K	﹤0.01%	1904
2024 Q2	$456K	Buy	+18,407	New	+$522K	﹤0.01%	2013
2021 Q1	–	Sell	-3,771	Closed	-$373K	–	2643
2020 Q4	$373K	Buy	+3,771	New	+$461K	﹤0.01%	1481
2017 Q3	–	Sell	-1,200	Closed	-$92K	–	2612
2017 Q2	$92K	Hold	1,200	–	–	﹤0.01%	2046
2017 Q1	$103K	Hold	1,200	–	–	﹤0.01%	1935
2016 Q4	$77K	Hold	1,200	–	–	﹤0.01%	2045
2016 Q3	$78K	Sell	1,200 -200	-14%	-$11.3K	﹤0.01%	2018
2016 Q2	$78K	Hold	1,400	–	–	﹤0.01%	1828
2016 Q1	$59K	Hold	1,400	–	–	﹤0.01%	1974
2015 Q4	$88K	Buy	1,400 +100	+8%	+$5.11K	﹤0.01%	1710
2015 Q3	$53K	Buy	+1,300	New	+$74.9K	﹤0.01%	2002

Other funds holding LKFT

Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Creative Planning's LKFT Position: Q1 2025 in Review

Creative Planning sold out of Lakefront Biotherapeutics American Depositary Shares (LKFT) in Q1 2025, closing a stake of 20,963 shares — an estimated $576K sold.

Creative Planning first reported a position in LKFT in Q3 2015 and held it in 12 quarters. The position peaked at $630K in Q3 2024. 83 funds tracked by Wall St. Rank hold LKFT as of Q1 2025.

Creative Planning reported no remaining Lakefront Biotherapeutics American Depositary Shares position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 20,963 Lakefront Biotherapeutics American Depositary Shares shares in Q1 2025, an estimated $576K.
Creative Planning first reported a position in Lakefront Biotherapeutics American Depositary Shares in Q3 2015 and held it in 12 quarters.
Creative Planning's Lakefront Biotherapeutics American Depositary Shares position peaked at $630K in Q3 2024.
83 funds tracked by Wall St. Rank held Lakefront Biotherapeutics American Depositary Shares as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.