Creative Planning
THRD

Creative Planning’s Third Harmonic Bio THRD Stock Holding History

Creative Planning’s Portfolio THRD Stock Details THRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-130
Closed -$1.34K – 3714
2024
Q4 		$1.34K Buy
+130
New +$1.62K ﹤0.01% 3507

Other funds holding THRD

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
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
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Creative Planning's THRD Position: Q1 2025 in Review

Creative Planning sold out of Third Harmonic Bio (THRD) in Q1 2025, closing a stake of 130 shares — an estimated $1.34K sold.

Creative Planning first reported a position in THRD in Q4 2024 and held it in 1 quarter. The position peaked at $1.34K in Q4 2024. 99 funds tracked by Wall St. Rank hold THRD as of Q1 2025.

  • Creative Planning reported no remaining Third Harmonic Bio position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 130 Third Harmonic Bio shares in Q1 2025, an estimated $1.34K.
  • Creative Planning first reported a position in Third Harmonic Bio in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Third Harmonic Bio position peaked at $1.34K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Third Harmonic Bio as of Q1 2025.

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