Creative Planning
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Creative Planning’s Outlook Therapeutics OTLK Stock Holding History

Creative Planning’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,094
Closed -$8.62K – 2984
2023
Q4 		$8.62K Buy
1,094
+19
+2% +$161 ﹤0.01% 2721
2023
Q3 		$4.75K Hold
1,075
– – ﹤0.01% 2725
2023
Q2 		$37.4K Sell
1,075
-75
-7% -$2.04K ﹤0.01% 2464
2023
Q1 		$25.1K Hold
1,150
– – ﹤0.01% 2394
2022
Q4 		$24.8K Hold
1,150
– – ﹤0.01% 2303
2022
Q3 		$28K Hold
1,150
– – ﹤0.01% 2165
2022
Q2 		$23K Hold
1,150
– – ﹤0.01% 2127
2022
Q1 		$41K Hold
1,150
– – ﹤0.01% 2078
2021
Q4 		$31K Hold
1,150
– – ﹤0.01% 2024
2021
Q3 		$50K Hold
1,150
– – ﹤0.01% 1993
2021
Q2 		$57K Sell
1,150
-33
-3% -$1.53K ﹤0.01% 1929
2021
Q1 		$53K Hold
1,183
– – ﹤0.01% 2344
2020
Q4 		$31K Hold
1,183
– – ﹤0.01% 2149
2020
Q3 		$17K Hold
1,183
– – ﹤0.01% 1995
2020
Q2 		$31K Buy
1,183
+300
+34% +$5.35K ﹤0.01% 1799
2020
Q1 		$11K Buy
+883
New +$14.6K ﹤0.01% 1756

Other funds holding OTLK

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Creative Planning's OTLK Position: Q1 2024 in Review

Creative Planning sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 1,094 shares — an estimated $8.62K sold.

Creative Planning first reported a position in OTLK in Q1 2020 and held it in 16 quarters. The position peaked at $57K in Q2 2021. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • Creative Planning reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 1,094 Outlook Therapeutics shares in Q1 2024, an estimated $8.62K.
  • Creative Planning first reported a position in Outlook Therapeutics in Q1 2020 and held it in 16 quarters.
  • Creative Planning's Outlook Therapeutics position peaked at $57K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

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