Creative Planning
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Creative Planning’s Serina Therapeutics SER Stock Holding History

Creative Planning’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,010
Closed -$27.2K – 3021
2023
Q4 		$27.2K Sell
2,010
-6
-0.3% -$110 ﹤0.01% 2681
2023
Q3 		$48.2K Sell
2,016
-13
-0.6% -$344 ﹤0.01% 2483
2023
Q2 		$63.7K Sell
2,029
-28
-1% -$599 ﹤0.01% 2416
2023
Q1 		$48K Hold
2,057
– – ﹤0.01% 2346
2022
Q4 		$39.9K Hold
2,057
– – ﹤0.01% 2250
2022
Q3 		$41K Hold
2,057
– – ﹤0.01% 2128
2022
Q2 		$42K Buy
2,057
+568
+38% +$15.3K ﹤0.01% 2074
2022
Q1 		$45K Buy
1,489
+575
+63% +$16.4K ﹤0.01% 2071
2021
Q4 		$35K Buy
914
+14
+2% +$378 ﹤0.01% 2017
2021
Q3 		$30K Buy
900
+32
+4% +$1.34K ﹤0.01% 2031
2021
Q2 		$47K Sell
868
-4
-0.5% -$201 ﹤0.01% 1941
2021
Q1 		$50K Buy
+872
New +$61K ﹤0.01% 2353

Other funds holding SER

BC
Broadwood Capital New York $1.42B AUM 34.72% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's SER Position: Q1 2024 in Review

Creative Planning sold out of Serina Therapeutics (SER) in Q1 2024, closing a stake of 2,010 shares — an estimated $27.2K sold.

Creative Planning first reported a position in SER in Q1 2021 and held it in 12 quarters. The position peaked at $63.7K in Q2 2023. 13 funds tracked by Wall St. Rank hold SER as of Q1 2024.

  • Creative Planning reported no remaining Serina Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 2,010 Serina Therapeutics shares in Q1 2024, an estimated $27.2K.
  • Creative Planning first reported a position in Serina Therapeutics in Q1 2021 and held it in 12 quarters.
  • Creative Planning's Serina Therapeutics position peaked at $63.7K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.