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 $195M AUM 51.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ARTA
A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return