Creative Planning’s Lisata Therapeutics LSTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-672
| Closed | -$5K | – | 2389 |
|
|
2022
Q2 | $5K | Hold |
672
| – | – | ﹤0.01% | 2228 |
|
|
2022
Q1 | $7K | Hold |
672
| – | – | ﹤0.01% | 2220 |
|
|
2021
Q4 | $8K | Hold |
672
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q3 | $12K | Hold |
672
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q2 | $16K | Sell |
672
-139
| -17% | -$3.29K | ﹤0.01% | 1993 |
|
|
2021
Q1 | $23K | Hold |
811
| – | – | ﹤0.01% | 2426 |
|
|
2020
Q4 | $17K | Buy |
811
+139
| +21% | +$3.3K | ﹤0.01% | 2197 |
|
|
2020
Q3 | $18K | Hold |
672
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q2 | $18K | Hold |
672
| – | – | ﹤0.01% | 1838 |
|
|
2020
Q1 | $18K | Sell |
672
-1
| -0.1% | -$39 | ﹤0.01% | 1734 |
|
|
2019
Q4 | $25K | Hold |
673
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q3 | $26K | Hold |
673
| – | – | ﹤0.01% | 1844 |
|
|
2019
Q2 | $23K | Hold |
673
| – | – | ﹤0.01% | 1879 |
|
|
2019
Q1 | $37K | Hold |
673
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q4 | $36K | Hold |
673
| – | – | ﹤0.01% | 1745 |
|
|
2018
Q3 | $60K | Sell |
673
-3
| -0.4% | -$246 | ﹤0.01% | 1856 |
|
|
2018
Q2 | $66K | Hold |
676
| – | – | ﹤0.01% | 1823 |
|
|
2018
Q1 | $59K | Buy |
676
+3
| +0.4% | +$208 | ﹤0.01% | 1808 |
|
|
2017
Q4 | $35K | Buy |
+673
| New | +$33.8K | ﹤0.01% | 1823 |
|
|
2017
Q3 | – | Sell |
-3
| Closed | – | – | 2925 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4737 |
|
|
2017
Q1 | $0 | Sell |
3
-2
| -40% | -$139 | ﹤0.01% | 4800 |
|
|
2016
Q4 | $0 | Buy |
5
+2
| +67% | +$115 | ﹤0.01% | 4739 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 4669 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4443 |
|
|
2016
Q1 | $0 | Sell |
3
-10
| -77% | -$983 | ﹤0.01% | 4440 |
|
|
2015
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 4042 |
|
|
2015
Q3 | $3K | Buy |
+13
| New | +$3.26K | ﹤0.01% | 3829 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | -$5K | – | 2172 |
|
|
2015
Q1 | $5K | Hold |
13
| – | – | ﹤0.01% | 3535 |
|
|
2014
Q4 | $7K | Sell |
13
-2
| -13% | -$1.36K | ﹤0.01% | 3314 |
|
|
2014
Q3 | $12K | Hold |
15
| – | – | ﹤0.01% | 2840 |
|
|
2014
Q2 | $14K | Buy |
+15
| New | +$14.6K | ﹤0.01% | 2703 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 3699 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | -$989 | – | 3396 |
|
|
2013
Q3 | $1K | Buy |
+1
| New | +$1.11K | ﹤0.01% | 3097 |
|
Other funds holding LSTA
SM
CW
Creative Planning's LSTA Position: Q3 2022 in Review
Creative Planning sold out of Lisata Therapeutics (LSTA) in Q3 2022, closing a stake of 672 shares — an estimated $5K sold.
Creative Planning first reported a position in LSTA in Q3 2013 and held it in 32 quarters. The position peaked at $66K in Q2 2018. 22 funds tracked by Wall St. Rank hold LSTA as of Q3 2022.
- Creative Planning reported no remaining Lisata Therapeutics position as of Q3 2022 after selling out during the quarter.
- Creative Planning sold 672 Lisata Therapeutics shares in Q3 2022, an estimated $5K.
- Creative Planning first reported a position in Lisata Therapeutics in Q3 2013 and held it in 32 quarters.
- Creative Planning's Lisata Therapeutics position peaked at $66K in Q2 2018.
- 22 funds tracked by Wall St. Rank held Lisata Therapeutics as of Q3 2022.
Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.