Creative Planning
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Creative Planning’s PDS Biotechnology PDSB Stock Holding History

Creative Planning’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-500
Closed -$3K – 2074
2018
Q4 		$3K Hold
500
– – ﹤0.01% 1890
2018
Q3 		$8K Hold
500
– – ﹤0.01% 1999
2018
Q2 		$10K Sell
500
-250
-33% -$5.22K ﹤0.01% 1953
2018
Q1 		$18K Buy
+750
New +$202K ﹤0.01% 1898

Other funds holding PDSB

SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's PDSB Position: Q1 2019 in Review

Creative Planning sold out of PDS Biotechnology (PDSB) in Q1 2019, closing a stake of 500 shares — an estimated $3K sold.

Creative Planning first reported a position in PDSB in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q1 2018. 17 funds tracked by Wall St. Rank hold PDSB as of Q1 2019.

  • Creative Planning reported no remaining PDS Biotechnology position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 500 PDS Biotechnology shares in Q1 2019, an estimated $3K.
  • Creative Planning first reported a position in PDS Biotechnology in Q1 2018 and held it in 4 quarters.
  • Creative Planning's PDS Biotechnology position peaked at $18K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.