Creative Planning
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Creative Planning’s Avita Medical RCEL Stock Holding History

Creative Planning’s Portfolio RCEL Stock Details RCEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40,575
Closed -$690K – 3009
2023
Q2 		$690K Sell
40,575
-4,305
-10% -$63.2K ﹤0.01% 1355
2023
Q1 		$627K Buy
44,880
+4,930
+12% +$52.5K ﹤0.01% 1337
2022
Q4 		$264K Buy
+39,950
New +$239K ﹤0.01% 1811
2020
Q2 		– Sell
-2,400
Closed -$74K – 2111
2020
Q1 		$74K Sell
2,400
-1,036
-30% -$42.9K ﹤0.01% 1578
2019
Q4 		$156K Buy
+3,436
New +$143K ﹤0.01% 1689

Other funds holding RCEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Creative Planning's RCEL Position: Q3 2023 in Review

Creative Planning sold out of Avita Medical (RCEL) in Q3 2023, closing a stake of 40,575 shares — an estimated $690K sold.

Creative Planning first reported a position in RCEL in Q4 2019 and held it in 5 quarters. The position peaked at $690K in Q2 2023. 80 funds tracked by Wall St. Rank hold RCEL as of Q3 2023.

  • Creative Planning reported no remaining Avita Medical position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 40,575 Avita Medical shares in Q3 2023, an estimated $690K.
  • Creative Planning first reported a position in Avita Medical in Q4 2019 and held it in 5 quarters.
  • Creative Planning's Avita Medical position peaked at $690K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Avita Medical as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.