Creative Planning’s Zomedica Corp. ZOM Stock Holding History

Creative Planning’s Portfolio ZOM Stock Details ZOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,419	Closed	-$2.09K	–	3046
2023 Q4	$2.09K	Buy	+10,419	New	+$1.83K	﹤0.01%	2735
2023 Q3	–	Sell	-44,000	Closed	-$8.8K	–	3102
2023 Q2	$8.8K	Buy	44,000 +500	+1%	+$101	﹤0.01%	2549
2023 Q1	$9.21K	Sell	43,500 -600	-1%	-$147	﹤0.01%	2467
2022 Q4	$7.19K	Buy	+44,100	New	+$9.04K	﹤0.01%	2374
2021 Q2	–	Sell	-32,675	Closed	-$52K	–	2767
2021 Q1	$52K	Sell	32,675 -7,325	-18%	-$12K	﹤0.01%	2350
2020 Q4	$9K	Buy	40,000 +20,000	+100%	+$2.55K	﹤0.01%	2237
2020 Q3	$2K	Buy	20,000 +10,000	+100%	+$1.38K	﹤0.01%	2107
2020 Q2	$2K	Hold	10,000	–	–	﹤0.01%	1969
2020 Q1	$2K	Hold	10,000	–	–	﹤0.01%	1835
2019 Q4	$3K	Hold	10,000	–	–	﹤0.01%	1948
2019 Q3	$4K	Buy	+10,000	New	+$3.1K	﹤0.01%	1933

Other funds holding ZOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's ZOM Position: Q1 2024 in Review

Creative Planning sold out of Zomedica Corp. (ZOM) in Q1 2024, closing a stake of 10,419 shares — an estimated $2.09K sold.

Creative Planning first reported a position in ZOM in Q3 2019 and held it in 11 quarters. The position peaked at $52K in Q1 2021. 99 funds tracked by Wall St. Rank hold ZOM as of Q1 2024.

Creative Planning reported no remaining Zomedica Corp. position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 10,419 Zomedica Corp. shares in Q1 2024, an estimated $2.09K.
Creative Planning first reported a position in Zomedica Corp. in Q3 2019 and held it in 11 quarters.
Creative Planning's Zomedica Corp. position peaked at $52K in Q1 2021.
99 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.