Creative Planning
THER

Creative Planning’s THERATECHNOLOGIES INC COM THER Stock Holding History

Creative Planning’s Portfolio THER Stock Details THER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,000
Closed -$47K – 2266
2021
Q2 		$47K Buy
+12,000
New +$47K ﹤0.01% 1944

Other funds holding THER

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Creative Planning's THER Position: Q3 2021 in Review

Creative Planning sold out of THERATECHNOLOGIES INC COM (THER) in Q3 2021, closing a stake of 12,000 shares — an estimated $47K sold.

Creative Planning first reported a position in THER in Q2 2021 and held it in 1 quarter. The position peaked at $47K in Q2 2021. 41 funds tracked by Wall St. Rank hold THER as of Q3 2021.

  • Creative Planning reported no remaining THERATECHNOLOGIES INC COM position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 12,000 THERATECHNOLOGIES INC COM shares in Q3 2021, an estimated $47K.
  • Creative Planning first reported a position in THERATECHNOLOGIES INC COM in Q2 2021 and held it in 1 quarter.
  • Creative Planning's THERATECHNOLOGIES INC COM position peaked at $47K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held THERATECHNOLOGIES INC COM as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.