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IFP Advisors’s Creative Medical Technology CELZ Stock Holding History

IFP Advisors’s Portfolio CELZ Stock Details CELZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$23 – 3136
2023
Q4 		$23 Hold
5
– – ﹤0.01% 3005
2023
Q3 		$25 Sell
5
-50
-91% -$255 ﹤0.01% 3252
2023
Q2 		$44 Buy
55
+50
+1,000% +$290 ﹤0.01% 3395
2023
Q1 		$300 Hold
5
– – ﹤0.01% 3242
2022
Q4 		$1K Hold
5
– – ﹤0.01% 4300
2022
Q3 		$1K Hold
5
– – ﹤0.01% 4520
2022
Q2 		$1K Hold
5
– – ﹤0.01% 4296
2022
Q1 		$1K Sell
5
-3
-38% -$67 ﹤0.01% 4296
2021
Q4 		$1K Buy
+8
New +$168 ﹤0.01% 2956

Other funds holding CELZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's CELZ Position: Q1 2024 in Review

IFP Advisors sold out of Creative Medical Technology (CELZ) in Q1 2024, closing a stake of 5 shares — an estimated $23 sold.

IFP Advisors first reported a position in CELZ in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q4 2022. 13 funds tracked by Wall St. Rank hold CELZ as of Q1 2024.

  • IFP Advisors reported no remaining Creative Medical Technology position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 5 Creative Medical Technology shares in Q1 2024, an estimated $23.
  • IFP Advisors first reported a position in Creative Medical Technology in Q4 2021 and held it in 9 quarters.
  • IFP Advisors's Creative Medical Technology position peaked at $1K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Creative Medical Technology as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.