Creative Planning
NH

Creative Planning’s NantHealth, Inc NH Stock Holding History

Creative Planning’s Portfolio NH Stock Details NH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-887
Closed -$3K – 2650
2022
Q3 		$3K Hold
887
– – ﹤0.01% 2280
2022
Q2 		$6K Hold
887
– – ﹤0.01% 2226
2022
Q1 		$10K Buy
887
+14
+2% +$178 ﹤0.01% 2195
2021
Q4 		$14K Sell
873
-5
-0.6% -$106 ﹤0.01% 2050
2021
Q3 		$21K Buy
+878
New +$26.4K ﹤0.01% 2043

Other funds holding NH

HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's NH Position: Q4 2022 in Review

Creative Planning sold out of NantHealth, Inc (NH) in Q4 2022, closing a stake of 887 shares — an estimated $3K sold.

Creative Planning first reported a position in NH in Q3 2021 and held it in 5 quarters. The position peaked at $21K in Q3 2021. 18 funds tracked by Wall St. Rank hold NH as of Q4 2022.

  • Creative Planning reported no remaining NantHealth, Inc position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 887 NantHealth, Inc shares in Q4 2022, an estimated $3K.
  • Creative Planning first reported a position in NantHealth, Inc in Q3 2021 and held it in 5 quarters.
  • Creative Planning's NantHealth, Inc position peaked at $21K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held NantHealth, Inc as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.