Creative Planning
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Creative Planning’s MBody AI Ltd. Ordinary Share MBAI Stock Holding History

Creative Planning’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-89
Closed -$15K – 2035
2020
Q1 		$15K Hold
89
– – ﹤0.01% 1747
2019
Q4 		$21K Hold
89
– – ﹤0.01% 1873
2019
Q3 		$23K Buy
+89
New +$25.5K ﹤0.01% 1849

Other funds holding MBAI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FI
Fosun International Hong Kong, China $446M AUM 13.33% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's MBAI Position: Q2 2020 in Review

Creative Planning sold out of MBody AI Ltd. Ordinary Share (MBAI) in Q2 2020, closing a stake of 89 shares — an estimated $15K sold.

Creative Planning first reported a position in MBAI in Q3 2019 and held it in 3 quarters. The position peaked at $23K in Q3 2019. 12 funds tracked by Wall St. Rank hold MBAI as of Q2 2020.

  • Creative Planning reported no remaining MBody AI Ltd. Ordinary Share position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 89 MBody AI Ltd. Ordinary Share shares in Q2 2020, an estimated $15K.
  • Creative Planning first reported a position in MBody AI Ltd. Ordinary Share in Q3 2019 and held it in 3 quarters.
  • Creative Planning's MBody AI Ltd. Ordinary Share position peaked at $23K in Q3 2019.
  • 12 funds tracked by Wall St. Rank held MBody AI Ltd. Ordinary Share as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.