Creative Planning’s Varian Medical Systems, Inc. VAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,554
| Closed | -$804K | – | 2762 |
|
|
2021
Q1 | $804K | Sell |
4,554
-549
| -11% | -$96.6K | ﹤0.01% | 1160 |
|
|
2020
Q4 | $893K | Buy |
5,103
+1,151
| +29% | +$200K | ﹤0.01% | 1010 |
|
|
2020
Q3 | $680K | Sell |
3,952
-6,193
| -61% | -$974K | ﹤0.01% | 973 |
|
|
2020
Q2 | $1.24M | Sell |
10,145
-280
| -3% | -$32.4K | ﹤0.01% | 662 |
|
|
2020
Q1 | $1.07M | Buy |
10,425
+1,012
| +11% | +$134K | ﹤0.01% | 616 |
|
|
2019
Q4 | $1.34M | Sell |
9,413
-111
| -1% | -$14.2K | ﹤0.01% | 666 |
|
|
2019
Q3 | $1.13M | Sell |
9,524
-59
| -0.6% | -$7.02K | ﹤0.01% | 699 |
|
|
2019
Q2 | $1.3M | Sell |
9,583
-941
| -9% | -$126K | ﹤0.01% | 657 |
|
|
2019
Q1 | $1.49M | Buy |
10,524
+313
| +3% | +$41.1K | 0.01% | 574 |
|
|
2018
Q4 | $1.16M | Buy |
10,211
+80
| +0.8% | +$9.15K | ﹤0.01% | 616 |
|
|
2018
Q3 | $1.13M | Sell |
10,131
-10
| -0.1% | -$1.13K | ﹤0.01% | 712 |
|
|
2018
Q2 | $1.15M | Sell |
10,141
-1
| -0% | -$120 | ﹤0.01% | 678 |
|
|
2018
Q1 | $1.24M | Sell |
10,142
-55
| -0.5% | -$6.56K | 0.01% | 624 |
|
|
2017
Q4 | $1.13M | Sell |
10,197
-112
| -1% | -$12K | ﹤0.01% | 668 |
|
|
2017
Q3 | $1.03M | Buy |
10,309
+509
| +5% | +$52.2K | ﹤0.01% | 702 |
|
|
2017
Q2 | $1.01M | Buy |
9,800
+1,004
| +11% | +$96.7K | 0.01% | 688 |
|
|
2017
Q1 | $802K | Sell |
8,796
-1,186
| -12% | -$98.9K | ﹤0.01% | 757 |
|
|
2016
Q4 | $786K | Buy |
9,982
+176
| +2% | +$14.2K | ﹤0.01% | 720 |
|
|
2016
Q3 | $856K | Buy |
9,806
+35
| +0.4% | +$2.85K | 0.01% | 660 |
|
|
2016
Q2 | $705K | Buy |
9,771
+9
| +0.1% | +$653 | 0.01% | 639 |
|
|
2016
Q1 | $685K | Buy |
9,762
+6,910
| +242% | +$469K | 0.01% | 625 |
|
|
2015
Q4 | $202K | Sell |
2,852
-3,193
| -53% | -$221K | ﹤0.01% | 1193 |
|
|
2015
Q3 | $391K | Buy |
+6,045
| New | +$441K | ﹤0.01% | 845 |
|
|
2015
Q2 | – | Sell |
-6,553
| Closed | -$541K | – | 3397 |
|
|
2015
Q1 | $541K | Buy |
6,553
+356
| +6% | +$28.6K | 0.01% | 705 |
|
|
2014
Q4 | $470K | Buy |
6,197
+348
| +6% | +$25.9K | ﹤0.01% | 725 |
|
|
2014
Q3 | $411K | Sell |
5,849
-1,514
| -21% | -$112K | ﹤0.01% | 735 |
|
|
2014
Q2 | $537K | Buy |
7,363
+611
| +9% | +$43.9K | 0.01% | 620 |
|
|
2014
Q1 | $497K | Buy |
6,752
+114
| +2% | +$8.21K | 0.01% | 624 |
|
|
2013
Q4 | $452K | Buy |
6,638
+367
| +6% | +$24.4K | 0.01% | 551 |
|
|
2013
Q3 | $411K | Sell |
6,271
-4,008
| -39% | -$254K | 0.01% | 501 |
|
|
2013
Q2 | $608K | Buy |
+10,279
| New | +$616K | 0.01% | 356 |
|
Other funds holding VAR
Creative Planning's VAR Position: Q2 2021 in Review
Creative Planning sold out of Varian Medical Systems, Inc. (VAR) in Q2 2021, closing a stake of 4,554 shares — an estimated $804K sold.
Creative Planning first reported a position in VAR in Q2 2013 and held it in 31 quarters. The position peaked at $1.49M in Q1 2019. 1 fund tracked by Wall St. Rank holds VAR as of Q2 2021.
- Creative Planning reported no remaining Varian Medical Systems, Inc. position as of Q2 2021 after selling out during the quarter.
- Creative Planning sold 4,554 Varian Medical Systems, Inc. shares in Q2 2021, an estimated $804K.
- Creative Planning first reported a position in Varian Medical Systems, Inc. in Q2 2013 and held it in 31 quarters.
- Creative Planning's Varian Medical Systems, Inc. position peaked at $1.49M in Q1 2019.
- 1 fund tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2021.
Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.