Creative Planning
PPBT

Creative Planning’s Purple Biotech PPBT Stock Holding History

Creative Planning’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7
Closed -$14K – 2237
2020
Q2 		$14K Buy
+7
New +$6.88K ﹤0.01% 1855
2017
Q1 		– Sell
-4
Closed -$24K – 4850
2016
Q4 		$24K Hold
4
– – ﹤0.01% 2962
2016
Q3 		$27K Buy
+4
New +$24.9K ﹤0.01% 2838

Other funds holding PPBT

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's PPBT Position: Q3 2020 in Review

Creative Planning sold out of Purple Biotech (PPBT) in Q3 2020, closing a stake of 7 shares — an estimated $14K sold.

Creative Planning first reported a position in PPBT in Q3 2016 and held it in 3 quarters. The position peaked at $27K in Q3 2016. 15 funds tracked by Wall St. Rank hold PPBT as of Q3 2020.

  • Creative Planning reported no remaining Purple Biotech position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 7 Purple Biotech shares in Q3 2020, an estimated $14K.
  • Creative Planning first reported a position in Purple Biotech in Q3 2016 and held it in 3 quarters.
  • Creative Planning's Purple Biotech position peaked at $27K in Q3 2016.
  • 15 funds tracked by Wall St. Rank held Purple Biotech as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.