Creative Planning
VVOS icon

Creative Planning’s Vivos Therapeutics VVOS Stock Holding History

Creative Planning’s Portfolio VVOS Stock Details VVOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,240
Closed -$206K – 2602
2021
Q1 		$206K Buy
+1,240
New +$221K ﹤0.01% 2077

Other funds holding VVOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
MAG
Millrace Asset Group Berwyn, Pennsylvania $98.4M AUM 63.71% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Creative Planning's VVOS Position: Q2 2021 in Review

Creative Planning sold out of Vivos Therapeutics (VVOS) in Q2 2021, closing a stake of 1,240 shares — an estimated $206K sold.

Creative Planning first reported a position in VVOS in Q1 2021 and held it in 1 quarter. The position peaked at $206K in Q1 2021. 29 funds tracked by Wall St. Rank hold VVOS as of Q2 2021.

  • Creative Planning reported no remaining Vivos Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 1,240 Vivos Therapeutics shares in Q2 2021, an estimated $206K.
  • Creative Planning first reported a position in Vivos Therapeutics in Q1 2021 and held it in 1 quarter.
  • Creative Planning's Vivos Therapeutics position peaked at $206K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Vivos Therapeutics as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.