Creative Planning’s Mereo BioPharma MREO Stock Holding History

Creative Planning’s Portfolio MREO Stock Details MREO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,820	Closed	-$20.4K	–	2958
2023 Q3	$20.4K	Buy	+15,820	New	+$21K	﹤0.01%	2590
2023 Q2	–	Sell	-38,320	Closed	-$27.1K	–	2754
2023 Q1	$27.1K	Buy	38,320 +12,500	+48%	+$11.2K	﹤0.01%	2390
2022 Q4	$19.4K	Hold	25,820	–	–	﹤0.01%	2315
2022 Q3	$22K	Buy	+25,820	New	+$31.6K	﹤0.01%	2176
2021 Q2	–	Sell	-79,169	Closed	-$267K	–	2388
2021 Q1	$267K	Buy	+79,169	New	+$280K	﹤0.01%	1863

Other funds holding MREO

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Creative Planning's MREO Position: Q4 2023 in Review

Creative Planning sold out of Mereo BioPharma (MREO) in Q4 2023, closing a stake of 15,820 shares — an estimated $20.4K sold.

Creative Planning first reported a position in MREO in Q1 2021 and held it in 5 quarters. The position peaked at $267K in Q1 2021. 64 funds tracked by Wall St. Rank hold MREO as of Q4 2023.

Creative Planning reported no remaining Mereo BioPharma position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 15,820 Mereo BioPharma shares in Q4 2023, an estimated $20.4K.
Creative Planning first reported a position in Mereo BioPharma in Q1 2021 and held it in 5 quarters.
Creative Planning's Mereo BioPharma position peaked at $267K in Q1 2021.
64 funds tracked by Wall St. Rank held Mereo BioPharma as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.