Creative Planning
MDVL

Creative Planning’s MedAvail Holdings, Inc. Common Stock MDVL Stock Holding History

Creative Planning’s Portfolio MDVL Stock Details MDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-211
Closed -$129K – 2242
2021
Q2 		$129K Buy
+211
New +$138K ﹤0.01% 1850

Other funds holding MDVL

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
AWGLSCP
ABG-WTT Global Life Science Capital Partners Central, Hong Kong, Hong Kong $12.3M AUM 3.13% 1-Year Est. Return
ABG
Ally Bridge Group New York $124M AUM 249.88% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Creative Planning's MDVL Position: Q3 2021 in Review

Creative Planning sold out of MedAvail Holdings, Inc. Common Stock (MDVL) in Q3 2021, closing a stake of 211 shares — an estimated $129K sold.

Creative Planning first reported a position in MDVL in Q2 2021 and held it in 1 quarter. The position peaked at $129K in Q2 2021. 49 funds tracked by Wall St. Rank hold MDVL as of Q3 2021.

  • Creative Planning reported no remaining MedAvail Holdings, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 211 MedAvail Holdings, Inc. Common Stock shares in Q3 2021, an estimated $129K.
  • Creative Planning first reported a position in MedAvail Holdings, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
  • Creative Planning's MedAvail Holdings, Inc. Common Stock position peaked at $129K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held MedAvail Holdings, Inc. Common Stock as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.