Creative Planning
PBLA

Creative Planning’s Panbela Therapeutics, Inc. Common Stock PBLA Stock Holding History

Creative Planning’s Portfolio PBLA Stock Details PBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed -$62K – 2777
2020
Q4 		$62K Buy
+1
New +$80.2K ﹤0.01% 2084

Other funds holding PBLA

IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
FPS
Fieldpoint Private Securities Greenwich, Connecticut $344M AUM 7.21% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Creative Planning's PBLA Position: Q1 2021 in Review

Creative Planning sold out of Panbela Therapeutics, Inc. Common Stock (PBLA) in Q1 2021, closing a stake of 1 share — an estimated $62K sold.

Creative Planning first reported a position in PBLA in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 7 funds tracked by Wall St. Rank hold PBLA as of Q1 2021.

  • Creative Planning reported no remaining Panbela Therapeutics, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 1 Panbela Therapeutics, Inc. Common Stock share in Q1 2021, an estimated $62K.
  • Creative Planning first reported a position in Panbela Therapeutics, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Creative Planning's Panbela Therapeutics, Inc. Common Stock position peaked at $62K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Panbela Therapeutics, Inc. Common Stock as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.