Creative Planning’s PLx Pharma Inc. Common Stock PLXP Stock Holding History

Creative Planning’s Portfolio PLXP Stock Details PLXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-25,000	Closed	-$16K	–	2643
2022 Q3	$16K	Hold	25,000	–	–	﹤0.01%	2196
2022 Q2	$61K	Hold	25,000	–	–	﹤0.01%	2028
2022 Q1	$101K	Buy	+25,000	New	+$137K	﹤0.01%	1983
2017 Q3	–	Sell	-27	Closed	–	–	3960
2017 Q2	$0	Buy	+27	New	+$198	﹤0.01%	4901

Other funds holding PLXP

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Creative Planning's PLXP Position: Q4 2022 in Review

Creative Planning sold out of PLx Pharma Inc. Common Stock (PLXP) in Q4 2022, closing a stake of 25,000 shares — an estimated $16K sold.

Creative Planning first reported a position in PLXP in Q2 2017 and held it in 4 quarters. The position peaked at $101K in Q1 2022. 41 funds tracked by Wall St. Rank hold PLXP as of Q4 2022.

Creative Planning reported no remaining PLx Pharma Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 25,000 PLx Pharma Inc. Common Stock shares in Q4 2022, an estimated $16K.
Creative Planning first reported a position in PLx Pharma Inc. Common Stock in Q2 2017 and held it in 4 quarters.
Creative Planning's PLx Pharma Inc. Common Stock position peaked at $101K in Q1 2022.
41 funds tracked by Wall St. Rank held PLx Pharma Inc. Common Stock as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.