Creative Planning’s Titan Medical Inc. Ordinary Shares TMDI Stock Holding History

Creative Planning’s Portfolio TMDI Stock Details TMDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-29,989	Closed	-$19.8K	–	2815
2022 Q4	$19.8K	Sell	29,989 -2,756	-8%	-$1.45K	﹤0.01%	2314
2022 Q3	$15K	Buy	32,745 +3,000	+10%	+$1.55K	﹤0.01%	2202
2022 Q2	$15K	Buy	29,745 +1,175	+4%	+$575	﹤0.01%	2168
2022 Q1	$15K	Buy	+28,570	New	+$16.6K	﹤0.01%	2172
2021 Q2	–	Sell	-69,914	Closed	-$119K	–	2698
2021 Q1	$119K	Buy	+69,914	New	+$156K	﹤0.01%	2220

Other funds holding TMDI

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Waterford Advisors Orchard Park, New York $315M AUM 15.21% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Creative Planning's TMDI Position: Q1 2023 in Review

Creative Planning sold out of Titan Medical Inc. Ordinary Shares (TMDI) in Q1 2023, closing a stake of 29,989 shares — an estimated $19.8K sold.

Creative Planning first reported a position in TMDI in Q1 2021 and held it in 5 quarters. The position peaked at $119K in Q1 2021. 12 funds tracked by Wall St. Rank hold TMDI as of Q1 2023.

Creative Planning reported no remaining Titan Medical Inc. Ordinary Shares position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 29,989 Titan Medical Inc. Ordinary Shares shares in Q1 2023, an estimated $19.8K.
Creative Planning first reported a position in Titan Medical Inc. Ordinary Shares in Q1 2021 and held it in 5 quarters.
Creative Planning's Titan Medical Inc. Ordinary Shares position peaked at $119K in Q1 2021.
12 funds tracked by Wall St. Rank held Titan Medical Inc. Ordinary Shares as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.