Creative Planning
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Creative Planning’s Seres Therapeutics MCRB Stock Holding History

Creative Planning’s Portfolio MCRB Stock Details MCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-765
Closed -$21.4K – 2974
2023
Q4 		$21.4K Sell
765
-168
-18% -$4.41K ﹤0.01% 2694
2023
Q3 		$44.4K Buy
933
+68
+8% +$5.19K ﹤0.01% 2496
2023
Q2 		$82.9K Buy
+865
New +$94.1K ﹤0.01% 2379
2016
Q4 		– Sell
-5
Closed -$1K – 4744
2016
Q3 		$1K Hold
5
– – ﹤0.01% 4409
2016
Q2 		$3K Hold
5
– – ﹤0.01% 3898
2016
Q1 		$3K Hold
5
– – ﹤0.01% 3817
2015
Q4 		$4K Sell
5
-5
-50% -$3.29K ﹤0.01% 3792
2015
Q3 		$6K Buy
+10
New +$8.16K ﹤0.01% 3518

Other funds holding MCRB

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Creative Planning's MCRB Position: Q1 2024 in Review

Creative Planning sold out of Seres Therapeutics (MCRB) in Q1 2024, closing a stake of 765 shares — an estimated $21.4K sold.

Creative Planning first reported a position in MCRB in Q3 2015 and held it in 8 quarters. The position peaked at $82.9K in Q2 2023. 99 funds tracked by Wall St. Rank hold MCRB as of Q1 2024.

  • Creative Planning reported no remaining Seres Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 765 Seres Therapeutics shares in Q1 2024, an estimated $21.4K.
  • Creative Planning first reported a position in Seres Therapeutics in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Seres Therapeutics position peaked at $82.9K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Seres Therapeutics as of Q1 2024.

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