Creative Planning
PSTX

Creative Planning’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History

Creative Planning’s Portfolio PSTX Stock Details PSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,303
Closed -$128K – 3794
2024
Q4 		$128K Sell
13,303
-3,657
-22% -$19.1K ﹤0.01% 3103
2024
Q3 		$48.5K Buy
16,960
+3,360
+25% +$10.4K ﹤0.01% 3102
2024
Q2 		$39.7K Sell
13,600
-925
-6% -$2.53K ﹤0.01% 2943
2024
Q1 		$46.3K Buy
14,525
+925
+7% +$3.08K ﹤0.01% 2790
2023
Q4 		$45.7K Hold
13,600
– – ﹤0.01% 2653
2023
Q3 		$32.4K Hold
13,600
– – ﹤0.01% 2535
2023
Q2 		$23.9K Buy
13,600
+1,000
+8% +$2.55K ﹤0.01% 2493
2023
Q1 		$38.8K Buy
12,600
+1,800
+17% +$10.8K ﹤0.01% 2373
2022
Q4 		$57.2K Sell
10,800
-9,504
-47% -$43.4K ﹤0.01% 2210
2022
Q3 		$72K Hold
20,304
– – ﹤0.01% 2082
2022
Q2 		$52K Sell
20,304
-1,169
-5% -$3.25K ﹤0.01% 2050
2022
Q1 		$96K Buy
21,473
+169
+0.8% +$762 ﹤0.01% 1993
2021
Q4 		$145K Buy
21,304
+10,800
+103% +$73.6K ﹤0.01% 1917
2021
Q3 		$77K Hold
10,504
– – ﹤0.01% 1970
2021
Q2 		$105K Hold
10,504
– – ﹤0.01% 1869
2021
Q1 		$100K Buy
+10,504
New +$103K ﹤0.01% 2249

Other funds holding PSTX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's PSTX Position: Q1 2025 in Review

Creative Planning sold out of Poseida Therapeutics, Inc. Common Stock (PSTX) in Q1 2025, closing a stake of 13,303 shares — an estimated $128K sold.

Creative Planning first reported a position in PSTX in Q1 2021 and held it in 16 quarters. The position peaked at $145K in Q4 2021. 1 fund tracked by Wall St. Rank holds PSTX as of Q1 2025.

  • Creative Planning reported no remaining Poseida Therapeutics, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 13,303 Poseida Therapeutics, Inc. Common Stock shares in Q1 2025, an estimated $128K.
  • Creative Planning first reported a position in Poseida Therapeutics, Inc. Common Stock in Q1 2021 and held it in 16 quarters.
  • Creative Planning's Poseida Therapeutics, Inc. Common Stock position peaked at $145K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Poseida Therapeutics, Inc. Common Stock as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.