Creative Planning
PALI icon

Creative Planning’s Palisade Bio PALI Stock Holding History

Creative Planning’s Portfolio PALI Stock Details PALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– -$2K – 3154
2017
Q2 		– Hold
0
– – – 4322
2017
Q1 		– Hold
0
– – – 4305
2016
Q4 		– Hold
0
– -$3K – 4772
2016
Q3 		– Hold
0
– – – 4116
2016
Q2 		– Hold
0
– – – 3759
2016
Q1 		– Hold
0
– – – 2831
2015
Q4 		– Hold
0
– – – 2646
2015
Q3 		– Hold
0
– – – 2857
2015
Q2 		– Hold
0
– – – 1055
2015
Q1 		– Hold
0
– – – 2453
2014
Q4 		– Hold
0
– – – 1870
2014
Q3 		– Hold
0
– – – 3004
2013
Q4 		– Hold
0
– -$3K – 3420
2013
Q3 		– Hold
0
– – – 2899

Other funds holding PALI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
ARTA
A.R.T. Advisors New York $1.8M AUM 57.47% 1-Year Est. Return
Two Sigma Securities
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return