Creative Planning
VIVS

Creative Planning’s VivoSim Labs VIVS Stock Holding History

Creative Planning’s Portfolio VIVS Stock Details VIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-45
Closed -$10K – 2103
2018
Q4 		$10K Sell
45
-6
-12% -$1.51K ﹤0.01% 1834
2018
Q3 		$14K Hold
51
– – ﹤0.01% 1973
2018
Q2 		$17K Sell
51
-3
-6% -$988 ﹤0.01% 1927
2018
Q1 		$13K Sell
54
-18
-25% -$5.25K ﹤0.01% 1920
2017
Q4 		$23K Sell
72
-33
-31% -$12.3K ﹤0.01% 1849
2017
Q3 		$56K Sell
105
-3
-3% -$1.6K ﹤0.01% 1765
2017
Q2 		$68K Buy
108
+3
+3% +$2.02K ﹤0.01% 2281
2017
Q1 		$80K Buy
105
+67
+176% +$53.1K ﹤0.01% 2114
2016
Q4 		$31K Buy
38
+4
+12% +$3.17K ﹤0.01% 2771
2016
Q3 		$31K Sell
34
-2
-6% -$1.96K ﹤0.01% 2720
2016
Q2 		$32K Sell
36
-17
-32% -$11.4K ﹤0.01% 2448
2016
Q1 		$28K Buy
53
+4
+8% +$2.03K ﹤0.01% 2523
2015
Q4 		$29K Sell
49
-11
-18% -$7.98K ﹤0.01% 2578
2015
Q3 		$38K Buy
60
+11
+22% +$8.35K ﹤0.01% 2254
2015
Q2 		$44K Buy
49
+5
+11% +$5.59K ﹤0.01% 1041
2015
Q1 		$37K Sell
44
-3
-6% -$4.14K ﹤0.01% 2239
2014
Q4 		$81K Buy
47
+6
+15% +$9.22K ﹤0.01% 1669
2014
Q3 		$62K Buy
41
+21
+105% +$38.1K ﹤0.01% 1778
2014
Q2 		$41K Buy
20
+1
+5% +$1.68K ﹤0.01% 2010
2014
Q1 		$34K Sell
19
-16
-46% -$37.2K ﹤0.01% 2059
2013
Q4 		$94K Sell
35
-1
-3% -$1.96K ﹤0.01% 1227
2013
Q3 		$50K Buy
+36
New +$50.3K ﹤0.01% 1507

Other funds holding VIVS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's VIVS Position: Q1 2019 in Review

Creative Planning sold out of VivoSim Labs (VIVS) in Q1 2019, closing a stake of 45 shares — an estimated $10K sold.

Creative Planning first reported a position in VIVS in Q3 2013 and held it in 22 quarters. The position peaked at $94K in Q4 2013. 109 funds tracked by Wall St. Rank hold VIVS as of Q1 2019.

  • Creative Planning reported no remaining VivoSim Labs position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 45 VivoSim Labs shares in Q1 2019, an estimated $10K.
  • Creative Planning first reported a position in VivoSim Labs in Q3 2013 and held it in 22 quarters.
  • Creative Planning's VivoSim Labs position peaked at $94K in Q4 2013.
  • 109 funds tracked by Wall St. Rank held VivoSim Labs as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.