Creative Planning’s Novan, Inc. Common Stock NOVN Stock Holding History

Creative Planning’s Portfolio NOVN Stock Details NOVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-36,000	Closed	-$15.5K	–	3093
2023 Q2	$15.5K	Sell	36,000 -25	-0.1%	-$26	﹤0.01%	2520
2023 Q1	$46.8K	Hold	36,025	–	–	﹤0.01%	2350
2022 Q4	$52.6K	Hold	36,025	–	–	﹤0.01%	2221
2022 Q3	$67K	Hold	36,025	–	–	﹤0.01%	2090
2022 Q2	$84K	Hold	36,025	–	–	﹤0.01%	1991
2022 Q1	$142K	Hold	36,025	–	–	﹤0.01%	1943
2021 Q4	$150K	Buy	+36,025	New	+$216K	﹤0.01%	1912

Other funds holding NOVN

OHWP

Oak Harbor Wealth Partners Raleigh, North Carolina $268M AUM 25.76% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Creative Planning's NOVN Position: Q3 2023 in Review

Creative Planning sold out of Novan, Inc. Common Stock (NOVN) in Q3 2023, closing a stake of 36,000 shares — an estimated $15.5K sold.

Creative Planning first reported a position in NOVN in Q4 2021 and held it in 7 quarters. The position peaked at $150K in Q4 2021. 2 funds tracked by Wall St. Rank hold NOVN as of Q3 2023.

Creative Planning reported no remaining Novan, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 36,000 Novan, Inc. Common Stock shares in Q3 2023, an estimated $15.5K.
Creative Planning first reported a position in Novan, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
Creative Planning's Novan, Inc. Common Stock position peaked at $150K in Q4 2021.
2 funds tracked by Wall St. Rank held Novan, Inc. Common Stock as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.